Wealth Management Consultant
Tom joined Sovereign Wealth Midlands as a Wealth Management Consultant bringing with him an in-depth knowledge of investments and markets, following a highly successful career as a stockbroker in a senior role for Rowan Dartington, a leading Discretionary Fund Manager. With a BSc (Hons) degree in Mathematics and Economics from the University of Leeds and industry experience, Tom brings together a perfect marriage of problem-solving capabilities alongside his genuine desire to help people achieve their financial goals.
During his time spent at Rowan Dartington, Tom worked with a range of individuals which included many high net worth clients, assisting them with the construction and on on-going management of their portfolios. Tom forms meaningful relationships with his clients, gaining a real understanding of what they are looking for, enabling him to be able to provide a more bespoke service delivering truly holistic financial advice at Sovereign Midlands. He delivers a personal but professional service to individuals and businesses from Bristol through to South Wales and right up to Leicestershire and Northamptonshire.
Tom is a member of the Chartered Institute for Securities and Investments (CISI), holding the CISI’s Investment Advice Diploma in Securities and Professional Financial Advice. He is now in the pursuit of Chartered status in a continuous effort to strive to deliver the highest standard of financial advice.
Outside of work Tom enjoys keeping fit through an array of fitness activities which include weightlifting, running and callisthenics. When he’s not exercising, you will find him spending quality time with his family and friends. Being from the heart of South Wales Tom takes great pride in his nations Rugby Team and there’s not much he’d rather be doing during his time off than watching the boys in red come out on top!