Tom McConnell

“Money’s greatest value is to give you control over how you spend your time.” – Morgan Hounsel The Psychology of Money.

Have you ever wanted that box of paperwork under the stairs to be sorted? Or wondered whether you have enough money saved to do what you want to do? Or simply that everything will be financially ok?
My role is to help you make better decisions with your money so you can live a better life.

I work with people who need someone to trust with their financial worries, receive expert guidance, and create a financial life plan.

You will benefit from jargon and complexity-free advice across all financial aspects of life, including:

• ensuring you do not run out of money whilst living a comfortable retirement with pension and investment advice
• mitigating how much you have to give away in taxes
• protecting those you love, for when you’re not here.

How? I firmly believe that the only way to deliver true financial planning is to understand what each individual and their family want out of life. It’s only by taking the time to establish this purpose, that we can build a long-term plan to achieve it.

I mostly help clients who are looking to free up their working life and enjoy themselves, whether now or in the future.

I take great pleasure, when after years of planning, my clients feel ready to retire from work and take that dream holiday, travelling across New Zealand, or booking a world cruise for example.

I have over 10 years industry experience and am proud to have attained the highest possible level of industry qualification, Fellow of the Personal Finance Society.

I live in Southampton with my wife and our two young children, who take up most of my spare time! When I do have a moment to myself, I enjoy watching live music, trying to keep fit playing 5 aside or doing a Park Run. I enjoy cooking American BBQ and eating as much as possible!