Tom has over 12 years’ industry experience, with 6 years working as a technical pension specialist and 6 years in financial advice. He joined MHA Carpenter Box Wealth Management in 2017 and his background includes handling clients across the globe as a specialist international adviser.
Tom is a Pension Transfer Specialist able to offer advice on defined benefit pensions. Tom’s specialist areas include designing strategies to achieve life goals, financial targets and manage risks. He offers the full suite of financial planning services to individuals, families, businesses and trusts.
Outside the office
Tom enjoys jogging, snooker, cinema and theatre when he is not chasing around after his young son.