Chartered Financial Planner
Tom is a highly qualified Chartered member of both the Personal Finance Society (PFS) and the Chartered Institute for Securities and Investments (CISI), holding Fellow status at the former.
He works with clients to understand their intended long-term goals and develop a plan that meets their short-, medium-, and long-term needs. That can include long-term objectives that stretch well beyond their own lifetime.
Tom has worked for Forrester Boyd Wealth Management since 2014. He believes the firm’s status as an Independent Financial Advisory firm allows him to provide clients with the best possible advice at all times and in all circumstances. Tom is able to source the most suitable solutions to meet your needs, whether that’s a mainstream product like a Stocks and Shares ISA, or more complex investments such as Enterprise Investment Schemes and Venture Capital Trusts.
He takes great pride in looking after his clients and guiding them through the financial decisions that are important to them, no matter how simple or complex.