Testimonials
Read some of the feedback received from clients.After many years of struggling to find a wealth manager who could deliver what they promised, it’s been a delight to finally find somebody I trust implicitly — Tom. He just gets it. No jargon, no pitches — it’s all about making life as easy as possible, and the results speak volumes. Plus, he’s o...
I have worked with Tom for a number of years and his advice and service has been excellent. I particularly like that Tom invests the time to properly understand you as a client, what your short and long term goals are, and his recommendations and advice are always thoroughly explained.
In the short time Tom and I have worked together he has already added huge value. He is not someone who pushes advice, rather he listens and focuses his suggestions around what really matters to me. I hope to be working with Tom for a long time, he's been brilliant and I would highly recommend.
Whilst in the early stages of our professional relationship, it's clear that Tom has deep knowledge in his field of expertise. His broader finance experience and willingness to adopt new/modern techniques is evident from the first contact. It's never felt like Tom is trying to sell me products th...
Tom is excellent. We were at a loss as to how our plan our finances to enable all we wanted to achieve. Tom brilliantly explained the options/process and gave us real confidence to invest. He has also been incredibly helpful by connecting me to others in his network that could benefit my business...
Tom is by far one of the best Advisers i've had the pleasure to work with. He's incredibly knowledgeable and very well connected in his field. He genuinely has your best intentions at heart and goes above and beyond time and time again. Keep up the awesome work Tom!
Tom is very professional, hard-working and extremely helpful. He has gone above and beyond to provide a wide breadth of support to my husband and I. I feel comfortable approaching him about anything related to my personal finances and I trust him to provide good advice, or connect me with someone...
I've been working with Tom as my financial Adviser for a few years now - I've had great advice (not always financial) and I can honestly say that I now count Tom as a friend - I cannot recommend anyone more than that!
Tom is one of the most helpful, friendly and dedicated professional workers I have came across. I am currently a client of Tom and he had helped me for a few years now with my investments and giving me very sound guidance. I have a lot of trust and faith with him dealing with my investments. He g...
I started working with Tom in 2023, and I'm open in saying that he's the type of professional that makes me want to be better in my own line of work. Diligent, knowledgable yet totally approachable – he consistently goes the extra mile in supporting my financial future. Tom's field expertise is m...
Tom was recommended to me through a mutual connection and is a top guy! He is very approachable and takes the smoke and mirrors out of financial advise. Straight to the point and clear advice is what I was after and happy to say my experience with Tom has been great. Long may it continue!
Great advise from Tom. Always goes above and beyond to help clients. If you're looking for a financial Adviser, speak to Tom!
I started working with Tom in 2023 and he has transformed the way I see my personal & business finances. Tom has helped me to set short and long term goals for my finances. His personal and patient approach is second to none and he is always on hand by call or email to answer any questions an...
I first met with Tom around 18 months ago for financial advice with a focus on long term wealth creation, pension and ISA advice. He stood out for his clear explanations of complex topics and his patience. His guidance has been crucial in helping me make informed decisions for a secure financial ...
