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Birmingham Office

profile

Tom Stone

Investment Manager

I specialise in the management of private client portfolios, pension funds, trusts, charities and offshore bonds. I pride myself on delivering a high level of personal service to both clients and intermediaries, which includes working closely with financial advisers, solicitors and accountants to provide investment solutions for clients.

After graduating with an honours degree in Business Economics and Finance from Loughborough University in 2010, Tom achieved his Investment Management Certificate in 2012 and Chartered Wealth Manager qualification in 2014. Tom is now a Chartered Master of the Chartered Institute for Securities and Investment.

Tom joined Quilter Cheviot in 2011 working in a team with David Loudon and John Mayo, assisting in the day to day management of investment portfolios. After completing his Chartered Wealth Manager qualification, Tom is now focusing on increasing his network of professional contacts in the Birmingham area.

Outside of work Tom is a keen cricketer, having represented his county and university sides before spending a winter in Australia as a player/coach. Tom is a regular attendee at his gym and also enjoys travelling.