Tom Wilson

Financial Planner

Professionally

I have been in financial services since 2012 and have been a Financial Planner since 2015. I am working towards Chartered Financial Planner status and aim to complete this over the next five years. I work with private clients and business owners of all generations, specialising in investment advice, retirement, estate, and legacy planning.

Personally

I live with my wife and two daughters. We have a busy household with two children under three and two dogs. We holiday abroad when we can and enjoy visiting family in Spain and Mallorca.  I like to keep fit and enjoy lifting weights.

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

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.

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Mr & Mrs Whatman

We have known John Skipton for 11 years. John Skipton is always patient and gives good sound advice. I would be happy to recommend John Skipton and PFM Associates to anyone should the situation arise.

Christchurch Clients since 2014

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Mr Laney

John has a very strong ability to explain complex financial matters in a simple and concise way, without watering down the key points of detail. This is important when I am making decisions about my financial future.

Bournemouth A client since 2015

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Mr J Barker

Since being a client of PFM, I have been really impressed with the level of personal service and advice I have also received. Pensions and tax are a minefield of complexity to the uninformed and PFM have brought great clarity and I have learned much from Christian's advice, all provided with a very friendly and clear approach.

Bournemouth A client since 2019

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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

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Mr R C Brady

I was introduced to PFM by a family member about 12 years ago, in order to obtain personal pension planning advice. I have been very pleased with the advice given by my adviser, for my pensions and for wealth management. I have no hesitation in recommending PFM.

Bristol A client since 2012

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Mr John Dinley

Christian is only my second ‘adviser’ in 30 years of professional financial advice and I feel that I could not have acquired a better one; he listens carefully, is always empathetic to my concerns and requests.
I totally trust his judgement and considered advice which has always been balanced and very rewarding.

Poole A client since 1992

Ready to start your journey?

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