Tom Holbrook London skyline
Tom Holbrook

Tom Holbrook

Associate Director

London

+44 (0)20 7597 1234

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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Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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Feeding a swan

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