Tom Norton

As a Financial Planner, I help people organise their money so they can focus on what truly matters in their lives. I am friendly and approachable, taking pride in building long-lasting and trusting relationships with my clients. Securing your future for yourself, your family or your business is one of the most important steps you will ever take, and careful planning alone is not enough; unless your plan is reviewed regularly, changes in your circumstances or the effects of inflation may drift you off track. I therefore provide bespoke and structured financial plans that help my clients achieve their financial goals, making sure to review on a regular basis. This includes a wide range of important areas such as investment planning, inheritance tax planning, pension planning and protection. I believe my holistic approach allows me to provide the highest quality of service, enabling my clients to achieve a path to long-term freedom and peace of mind. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx