Meet Tom

Tom joined Warwick Financial Solutions in 2001 as Technical Manager. Tom is now responsible for Human Resources, Information Technology, process integration, due diligence, the Investment Committee and reporting at C-Suite Level.

Tom’s role also includes providing technical support for compliance and marketing.

Tom is a Chartered Financial Planner. Chartered status is awarded by the Chartered Insurance Institute and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards.

As a specialist in complex pension planning at G60 and AF3 level and a specialist in trusts and Inheritance Tax planning, most of Tom’s clients were referred to him by their accountant

How I like to spend my time outside work

Tom has a keen interest in technology and is currently learning Python programming language.

The important stuff

Tom is registered with the Financial Conduct Authority (FCA), registration number TXO01247.

The FCA requires that all retail investment advisers in the UK hold a Statement of Professional Standing (SPS). An SPS can only be issued by an FCA appointed accredited body, such as the CII, and confirms that an adviser has adhered to a code of ethical standards, holds the required qualifications for the activities they undertake and has completed appropriate CPD.

You can view Tom’s SPS and qualifications by clicking on the buttons below.

SPS Qualifications

Tom in the spotlight

What do you most enjoy about your job?

The satisfaction of seeing clients achieve their lifetime ambitions.

Is there a sports team you support?

Coventry City Football Club

Food heaven and food hell… What are they to you?

Food heaven = BBQ
Food hell = Not keen on smelly cheese

Is there anything you are embarrassingly bad at?

Bowling in a cricket match

What is the last book you read that you could not put down?

Read more manuals than novels.

What is one show you never, ever miss an episode of?

Telly: Sky F1
Radio: Classic FM

Three things guaranteed to make your day better:

Everyone doing what they said they would.
Everyone remembering what they said they would do.
Everyone performing to the best of their abilities.

What do you have absolutely no patience for?

Bad service standards on the High Street

Which famous person would you most like to have (or have had) a conversation with?

Cyrille Regis

What three items would you take with you to a desert island?

Sun cream, Sauvignon Blanc (French), and a guitar.

quote-icon

You make life easy for us to enjoy. We don’t have to worry about our finances as you look after our finances in the same way as you look after your own.

Mr & Mrs K, Stratford

2020

quote-icon

We have used Warwick Financial Solutions for many years, and have always been very happy, and felt secure, within the advice given.

Alison F, Pershore

August 2020

quote-icon

Warwick Financial Services have managed and advised all aspects of my financial life for almost 15 years. Over the 15 years they have consistently given high quality advice in a clear and friendly way.

Simon

quote-icon

Our personal circumstances are always taken into account in fine detail, and explanations are always clear, and given with great patience!

Alison F, Pershore

August 2020

quote-icon

Gary has been incredibly helpful and reassuring throughout the entire process. We cannot fault the service we received. He was always just on the other end of the email or the phone.

Client

July 2020

quote-icon

A very big thank you to Adam at Warwick Financial Solutions for continued support on a range of financial matters from financial planning to savings and pension advice.

Client

October 2020

quote-icon

I was able to relax knowing that the queries and complexities of dealing with providers of my pension were being handled for me.

Client

October 2020

quote-icon

During the challenging times of Covid-19, the high standards I have come to expect did not falter and I was impressed, although not surprised, with how the company adapted so quickly and so well.

Client

October 2020

quote-icon

Everything is clearly explained and nothing is too much trouble for this professional and friendly team.

Client

October 2020

quote-icon

Richard helped me by explaining my options for retirement. He took time to understand my goals and objectives and helped me plan for the future.

Client, Durham

December 2016

quote-icon

Gary has been incredibly helpful and reassuring throughout the entire process, and we cannot fault the service we received. He was always just on the other end of the email or the phone and always replies very promptly no matter how small/large the questions.

Natalie

July 2020

quote-icon

I am very happy with the personal approach and understanding of my financial requirements by Greg.

Carol Innes

July 2020

quote-icon

Richard takes the time to understand our objectives, analyse our situation, and explain his findings without being patronising. He is straightforward and highly professional which is why we trust his advice.

John Wibberley

July 2020

Get in touch

Use our message facility to contact us directly and one of our friendly team will answer your enquiry.

    Top