My primary role is providing discretionary investment management to a wide variety of clients; including Private Clients, Pensions, Trusts and Offshore Bonds.
Tom has over ten years’ experience working in Investment Management starting his career with Rathbones in 2008 before moving to Tilney in 2015. He joined the Birmingham office of Quilter Cheviot in the summer of 2017.
Tom graduated from the University of Liverpool with an honours degree in History. He is a Chartered Wealth Manager having completed the Masters in Wealth Management qualification in 2012. In addition, he is a Chartered Member of the Securities and Investments Institute and one of their regional representatives for the West Midlands.
Outside of work Tom enjoys watching sport, travel and keeping fit.