Tom McConnell

“Money’s greatest value is to give you control over how you spend your time”*

Do you hide all your pension statements in a box under the stairs? Wonder if you have enough to be comfortable later in life? Or just unsure whether everything will be ok?

My role is to help you get in control and make better decisions with your money, to live a better life.

I work with people who need someone to entrust their finances to and in return receive expert guidance and a financial life plan. You will benefit from jargon and complexity free advice across all financial aspects of life including:

– ensuring you do not outlive your money, whilst having a comfortable and dignified retirement
– reduce how much you have to give away unnecessarily in taxes
– protect 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 together build a long-term plan to achieve it.

I mostly help clients who are looking to free up time in their working life to 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 book that world cruise.

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.

*Morgan Housel: “The Psychology of Money”

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!