Areas of expertise
Private client investment management, including family trusts, self-invested personal pensions, ISAs and charities.
Tommy started his private client career in 1997 with NCL Investments, which merged with Smith & Williamson in 2002. He was appointed a director in 2005 and a partner in 2014.
He has long-standing professional relationships with numerous families across the UK, providing them with a wide range of investment management services. Tommy has particular experience in managing quoted investments across family generations and building trusted working relationships with a diverse spectrum of clients.
- Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).