Tom Wilson

Financial Planner

Professionally

I have been in financial services since 2012 and have been a Financial Planner since 2015. I am working towards Chartered Financial Planner status and aim to complete this over the next five years. I work with private clients and business owners of all generations, specialising in investment advice, retirement, estate, and legacy planning.

Personally

I live with my wife and two daughters. We have a busy household with two children under three and two dogs. We holiday abroad when we can and enjoy visiting family in Spain and Mallorca.  I like to keep fit and enjoy lifting weights.

Likes

  • Keeping fit
  • Family time
  • Cooking
  • Walking
  • Holidays

Dislikes

  • Traffic
  • Social Media
  • Reality TV
  • Rainy Days

Ready to start your journey?

If you have any questions or would like to organise a no-obligation consultation at our expense, please complete this form.

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