Tom brings a huge amount of experience in the private client and financial adviser wealth management sector. He is a Chartered Fellow of the Securities and Investment Institute with 14 years of investment management experience in the private client and intermediated sectors. After an initial career as a stockbroker and having built a successful regional operation in Bristol, Tom then headed up the investment team at an award winning boutique DFM that served the Independent Financial Adviser Sector.
Tom has considerable experience in many areas of investment including UK and Global Equities, Fixed Income, Property, Commodities and Alternatives. He also has significant experience in ethical and charity mandates.