BA (Hons) APFS
Tom is a Chartered Financial Planner. He has worked in Financial Services since 2015 and joined Attivo in 2021. Tom is a member of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
Technical Excellence
All Financial Planners require a Diploma in Financial Planning to provide advice; Tom holds the Advanced Diploma. Tom also holds the following Advanced Financial Planning Papers:
Financial planning: Tom builds long-term strategies that align goals, resources, and lifestyle priorities.
Investment planning and Business financial planning: He develops portfolios that match objectives, risk tolerance, and time horizons.
Taxation and trusts: He structures wealth to protect assets, reduce tax exposure, and support succession.
