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!