As a Technical Analyst at First Wealth, Tom plays a vital role in creating bespoke financial plans for our clients. Combining deep technical expertise with a genuine passion for helping people build the future they want.
Tom is a former Chartered Accountant who joined First Wealth at the start of 2023, having spent three years at Deloitte. He brings a sharp analytical mind and a genuine attention to detail to everything he does.
But what Tom enjoys most about his work isn’t the technical side, it’s the conversations. Getting to know clients, understanding what they want their life to look like, and figuring out how financial planning can help them get there. That blend of precision and people is what makes the role so rewarding for him.
Cashflow planning
Turning the complexity of your financial life into a clear, visual picture – so you can make big decisions with confidence rather than guesswork.
Retirement planning
Ensuring clients have a clear plan for their retirement. Giving them peace of mind and helping them to really define what a good retirement looks like and putting this into action.
Tax efficient investing
Structuring your wealth across the right wrappers, in the right order, so more of what you earn stays where it belongs – with you.
Estate Planning
It is about far more than tax efficiency. It’s about understanding your values, your intentions, and how best to transfer wealth, opportunity and security, both now and for future generations.
What professional qualifications do you have?
Former Chartered Account with the Level 4 Diploma in Financial Planning
What is your favourite book?
How to win friends and influence people
Best thing you ever spent money on?
Anything I have ever spent on holidays, particularly going to Bali for a month several years ago
Describe your perfect weekend...
Going skiing with friends!
What did you want to be growing up?
A footballer for Spurs
