Areas of expertise
Management of investment portfolios; private clients, trusts and self-invested personal pensions (SIPPs).
Tom is an investment manager based in our Birmingham office. He provides discretionary investment management advice to individuals, families and trusts. He manages portfolios in a range of taxable and tax sheltered environments, including pensions, trusts and offshore bond structures.
Tom started his career in investment management with Investec Wealth & Investment in 2012 and joined Smith & Williamson in 2014.
Tom graduated from the University of Birmingham in 2010 with a degree in Politics. He holds the Chartered Wealth Management qualification and is a Chartered Fellow of the Chartered Institute of Securities & Investments (CISI).