Tom Rowson

Tom has gained valuable experience, qualifications, and insights through experience in Associate and Paraplanner roles. His passion lies in the technical aspects of crafting financial advice for clients and seeing the financial strategies he develops come to life, aiding clients to achieve their financial objectives.

Tom loves getting to know clients of all ages and seeing how smart financial planning can help them to fund their next holiday or home renovation. Clients commend Tom for his ability to explain the complexities of their financial situation to them and diving deep into his clients’ queries.