Tom is passionate about providing first class service to clients, working with individuals and families to build simple, but effective financial plans. Tom started his career in Financial Services in RBS in 2003 and has since worked for RBS in 2003 and has since worked for Adam & Co and now St. James's Place in providing client financial advice.
Tom has been working with trusted friend and colleague Steve Forrest as a Business Development Manager since 2014. Working so closely together, Tom realised his dream to start his own business in 2020, taking over from Steve and protecting his 21 year legacy with St. James's Place.
Tom's expertise and industry experience will be invaluable in continuing clients' journey to retirement and beyond whilst ensuring their next generations are well looked after. Tom lives with his wife Julie in Edinburgh. Away from the office he is a keen sportsperson, notably golf where he is a member of his local course Duddingston and St. Andrews New Club.
Tom is a supporter of the St. James's Place Charitable Foundation and remains active in donating, hosting or coordinating charitable events throughout the year.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.