Tom joined XL IFA in 2021, he holds the Diploma in Regulated Financial Planning and a holder of the Society of Mortgage professionals award in Equity Release.
Tom provides holistic financial planning across protection, retirement, investments, and equity release. With a strong background in client services and a personable, methodical approach, he supports clients in making informed and confident financial decisions. By taking the time to understand each client’s unique goals and evolving circumstances, Tom delivers practical, tailored advice that grows and adapts with them.
Originally from London, Tom moved to Bury St Edmunds at a young age and continues to live locally. Outside of work, he leads an active lifestyle, enjoying football, running, skiing, gym sessions, and rounds of golf. Tom also values quality time with his family, especially his three siblings, four nephews and nieces.