Experienced, knowledgeable
and incredibly resourceful
Tom Waldock is a Chartered Financial Planner. He believes financial planning is about a client’s goals and the lifestyle they want to live now and in the future.
He sees financial planning as an inspiring, enjoyable and rewarding experience.
He does not support a product focus. He places life goals at the centre of a Financial Planner’s work.
Tom’s role as a Financial Planner is to help clients define their goals, build a clear plan and support them over time to achieve that plan. His aim is to help clients build wealth, protect it and pass it on to future generations.
Technical Excellence
All Financial Planners require a Diploma in Financial Planning to provide advice. Tom holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Tom holds the following Advanced Financial Planning Papers:
Financial planning: Tom builds long-term strategies that align goals, resources, and lifestyle priorities.
Pension planning: He designs retirement solutions that balance security, flexibility, and tax efficiency.
Taxation and trusts: He structures wealth to protect assets, reduce tax exposure, and support succession.
Investment planning and Business financial planning: He develops portfolios that match objectives, risk tolerance, and time horizons.
