Tom Reed

Tom has over 17 years’ industry experience, with 6 years working as a technical pension specialist and 11 years in financial advice. He joined Coole Bevis Wealth Management in 2017 from a firm who dealt with globally mobile professionals.

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.

Areas of Expertise

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