Tom joined Boolers in December 2022 as a Trainee Adviser following 8 years working in Financial Services, across two firms.  He has been a qualified adviser since November 2023.

Tom has obtained his Diploma in Regulated Financial Planning and is working hard towards Chartered Financial Planner status.  His day-to-day role encompasses supporting private clients and business owners achieve their goals through holistic planning and building long-term relationships.

Get to know Tom.

Outside of work Tom enjoys keeping fit, playing golf, and following his beloved Leicester City.

Loves – Football, Golf, and socialising with friends.

Loathes – Christmas shopping, traffic, and bad manners!

FCA Register Statement of Professional Standing