0330 038 8942
Based in Nantwich
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 10 March 2025
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Verified reviews: 100%
Tom has received 12 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 20 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
1 qualification certificate available to view
Tom has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Tom has not yet added their fees to their profile
10
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Tom
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tom (based on 10 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 10 March 2025
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Verified reviews: 100%
Tom has received 12 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 20 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
1 qualification certificate available to view
Tom has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Tom has not yet added their fees to their profile
10
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Tom
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tom (based on 10 first impressions)
I am a Financial Planner working with Quilter Financial Advisers and working towards becoming a Chartered Financial Planner. I also hold a first class honours degree in Accounting and Finance from the Manchester Metropolitan University. I specialise in pensions, investments, protection and estate planning and utilise cash flow modelling to help my clients visualise their financial future and reach financial independence. I ensure that I understand my client’s short and long term life and financial goals and develop a plan individual to them that is reviewed regularly to achieve their personal and financial goals. The value of investments and the income they produce can fall as well as rise. You may get back less than you invested. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 3 February2023.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Tom's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.