I specialise in all areas of Financial Planning, including Pre and Post Retirement Planning, Investment Planning, Inheritance Tax Planning and Trustee Investment Planning. I believe in building trusted long-term relationships with my clients to help them achieve their financial goals and aspirations. I am very proud to have both my Mother and Wife supporting me in my Business who help me to provide a personal and high-quality service to my clients.
Outside of the Business I enjoy working with the Financial Education Team at St. James’s Place Head Office where I volunteer my time to provide educational financial awareness sessions to local school children.
I also enjoy spending time with my wife and two young children and, when time allows, I am also a keen motor sport fanatic.
Tom joined the Practice in October 2018 following completion of the St. James’s Place Academy.
Prior to joining the Practice Tom’s career over the past 10 years has involved building long term relationships with clients in varying roles. This is reflected in Tom’s enthusiasm to deliver excellent service to new and existing clients.
Tom specialises in all areas of Financial Planning, including Retirement Planning, Investment Planning but also advises clients in relation to Mortgage and Protection planning.
Outside of the business Tom enjoys spending time in Cornwall and playing football.
I joined Nathan’s Practice in May 2016 following a successful career at St. James’s Place Head Office in Cirencester where I worked for over ten years.
I believe my Head Office experience brings a wealth of technical knowledge to Nathan’s practice in relation to supporting Nathan and Jeanna in the day to day running of the business. I also take personal responsibility for all client communications including client review meeting schedules.
Outside of the Business, I enjoy being a Mum to my two children.
I joined Nathan’s Practice in June 2017. Prior to this, I ran my own successful business for over 40 years.
My background in Accountancy and Senior Office Administration plays a core role in supporting Nathan in the day today running of the office. My primary role is, not only to ensure the office adheres to strict regularity processes and guidelines, but to also look after all business processing and client communication.
Outside of the Business, I enjoy spending time with my two grandchildren and I am also actively involved in running the local club for Triumph TR sports car enthusiasts.