About me
I am a Wealth Planner and manage the financial planning and investment needs of private clients in addition to looking after a number of trusts and charities. I liaise directly with clients and help manage portfolios working alongside Nicholas Dawson Paul. I enjoy helping clients plan for their futures and seeing their ambitions met.
Background/Experience
I joined the team of 2014 having gained a First Class Honours degree in Civil Engineering from the University of Exeter. I am a Chartered Fellow of the Chartered Institute For Securities & Investments and hold the Chartered Insurance Institute's Diploma in Financial Planning. I have an interest in socially responsible investment.
My interests
Outside of work my hobbies include sailing, cycling and generally keeping fit. I am currently based in South London.
My areas of expertise
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Helping private clients with your life goals and investment choices
At its heart, our business is about believing in a better future. We help clients in their savings and investment journey to secure that future. Our mission is one of taking a long-term intergenerational view.
Tom Holbrook