0330 038 8941
Based in Stockton-on-Tees
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tom is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tom's status
Last checked: 20 April 2025
Tom is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tom's status
24
Recent Client Reviews
Tom has received 24 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tom has received 24 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 15 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Tom has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Tom has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tom has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tom has provided information on their typical fees
Tom has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tom (based on 10 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 status: Certified by Firm
Tom is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tom's status
Last checked: 20 April 2025
Tom is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tom's status
24
Recent Client Reviews
Tom has received 24 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tom has received 24 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 15 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Tom has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Tom has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tom has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tom has provided information on their typical fees
Tom has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tom (based on 10 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 cover all areas of wealth management, including, retirement planning, wealth protection, inheritance tax planning and investment planning. My client base is very diverse and ranges from young professionals who are just starting their financial planning journey to much older clients who are in retirement. I believe in the value that good financial planning can do and have seen it change lives. All my advice is detailed, thorough, and always has my clients best interests at the core of it. I'm proud to put my name on all the advice I give. My passion is helping my clients achieve their financial goals by giving them the confidence to know it hasn't happened by accident; it has all been part of a solidly built financial plan. I will never take on a client If I don't believe I can add value to their finances and help them achieve their financial goals.
Offers available through VouchedFor
Contact Tom through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
Savings
Clients' level of financial expertise
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