Tom Wheatley

I have worked in financial services for my whole career since leaving university in 2015 having previously worked for Investec and Close Brothers Asset Management.

I am a Chartered Financial Planner and have a BSc in Economics from the University of Leeds which is where I met my wife.

I strongly believe that it is my job as a financial planner to work with my clients to build a financial plan, listening to their needs and priorities and guiding them on their financial journey, providing expertise and reassurance along the way to achieve their financial goals.

I take great pride in building long lasting relationships with my clients where I  get to know them and their families.

I provide advice in a wide range of financial planning areas including pensions, investments, inheritance tax and tax efficiency planning as well as protection planning.

I work with young professionals, business owners and retired individuals offering advice at all stages of life for a wide variety of needs and circumstances.

Outside of work I enjoy spending time with family and friends, going for walks with my dog and I’m an avid fan of Formula One.