Tom has over 13 years’ industry experience, with 6 years working as a technical pension specialist and 7 years in financial advice. He joined 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 every type of pension. 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 jogging, snooker, cinema and theatre when he is not chasing around after his young son.
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.