Our financial planning team

Tom is a Chartered Financial Planner with 17 years financial service industry experience, nine of which as an Independent Financial Adviser servicing clients with a broad range of individual needs. He joined Rathbones in 2020 and is working towards becoming a Fellow of the Personal Finance Society.

Tom specialises in holistic financial planning including retirement strategies, pension accumulation, tax-efficient investment, estate and inheritance tax planning, and financial protection.

Tom joined Saunderson House (SHL) in 2008 after graduating from Durham University with a degree in Economics.  In October 2021, he joined Rathbones Financial Planning following the acquisition of SHL. He is a Chartered Financial Planner (CII) and Chartered Wealth Manager (CISI), having completed his CII Advanced Diploma in Financial Planning and CISI Masters in Wealth Management qualifications. Tom is passionate about using his expertise to ensure that his clients can have complete peace of mind with regard to their financial planning and investment management needs, so they can focus on their own work, families and hobbies.  

Tom enjoys building long lasting relationships with clients and has experience of advising a broad spectrum of high net worth individuals and families (including partners of professional services firms, barristers, entrepreneurs and senior executives).  Outside of work, Tom is a keen sportsman and in particular enjoys playing tennis (and padel) and participating in the occasional endurance event.  However, more time seems to be spent coaching his two boys these days!
 

Thomas graduated with a first-class degree from The University of Exeter Business School.  After graduating, Thomas spent time at a global American financial service firm before joining Saunderson House in 2015 (part of the Rathbones Group following the acquisition of Saunderson House back in 2021). Thomas is a Chartered Financial Planner and he has a wide range of experience working with clients from different backgrounds including partners in the leading law and accountancy firms, barristers, entrepreneurs, trustees and retirees. Thomas specialises in helping clients build their wealth and achieve their financial objectives by providing strategic financial planning and long-term tax planning.  In his spare time, Thomas enjoys travelling and following sport.