© Quilter Cheviot
Role at Quilter Cheviot
Tom specialises in the management of private client portfolios, pension funds, trusts, charities and offshore bonds, priding himself on delivering a high level of personal service to both clients and intermediaries. This 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 Fellow 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. Tom has now been fully qualified as an Investment Manager for over 5 years, quickly building a high quality client base and being promoted to Associate Director level in 2019.
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.