Tom has over 16 years’ industry experience, with 6 years working as a technical pension specialist and 10 years in financial advice. He joined Carpenter Box Financial Advisers in 2017 and his background includes supporting clients across the globe as a specialist international adviser.
Tom has the full breadth of pension experience having helped families and companies with the full range of retirement planning options over his career. Tom’s other specialist areas include investments, ISAs, family and business protection, savings, school fees planning, later life care, estate planning, auto enrolment pensions and other employee benefits, corporate investments, and tax efficient investing. He offers the full suite of financial planning services to individuals, families, businesses, charities, and trusts.
Outside the office
Tom enjoys cooking, history, literature, jogging, snooker, cinema and theatre when he is not chasing around after his two young sons.
The value of investments can go down as well as up and you may get back less than the amount invested.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning, automatic enrolment, taxation and trust advice.