Tom joined Courtiers at the end of 2014 as part of the Advice Support team and in May 2015 moved over to the Private Client team as a trainee financial adviser. In May 2016 he obtained his Diploma in Financial Advice, and in August 2017 he achieved his regulatory sign-off to become a fully fledged adviser.
Background / Experience
Prior to joining Courtiers, Tom worked at PricewaterhouseCoopers and has financial services experience from his time with another financial advisory firm and Invesco Perpetual. He also holds a degree in geography from the University of Worcester.
Tom lives just outside of Henley and is widowed with a son and enjoys spending time with friends and family. He also has a big passion for music and plays the guitar and enjoys going to see live bands. Tom also enjoys football and is a supporter of local team Wycombe Wanderers.