Tom Wilson

Financial Planner

Professionally

I work with business owners, company directors and private clients.

I advise on holistic financial planning with a particular focus on investment, retirement, estate and legacy planning.

Personally

I have worked at PFM since August 2016, working towards Chartered Financial Planner status. My first chartered exams were scheduled for April but were postponed due to Coronavirus! They are now scheduled for October.

I enjoy walking through the New Forest National Park with my spaniel Ina, running, exercising, boxing and visiting family in Spain and Mallorca.

Importantly

We highly recommend that you check the credentials of any financial adviser or planner before you commence any work with them. You can view Tom’s Statement of Professional Standing here.

Qualifications

Likes

Running
Cooking
Walking
Holidays
Meditation

Dislikes

Baked Beans
Bananas
Rainy Days
Reality TV
Traffic

Tom in the spotlight

On an ideal weekend, you can find me:

Running along the beach/walking through the New Forest/holidaying in Spain.

My favourite holiday destination is:

Palma, Mallorca.

My proudest moment as a Financial Planner was:

Helping clients achieve their goals.

The three things I love most about my job are:

Helping clients, meeting new people, every day is different.

The types of people I most enjoy working with are:

All clients because everyone is different.

Mrs Razey

Thomas Wilson is always professional and the advice has been good. It has been reassuring to find an adviser that I could fully trust. PFM have always been open and honest with me and my family.

Dorset A client since 2016

Mrs Drysdale

PFM have been our Independent Financial Advisers for many years. We like the fact that each adviser has their own area of expertise, so clients have access to a wide knowledge base. We feel confident that our money is well-managed and highly recommend PFM.

Dorset A client since 1998

Ready to start your journey?

If you have any questions or would like to organise a no-obligation consultation at our expense, please complete this form.