Tom joined Private Capital in 2017, specialising in asset management and full financial planning for high net worth individuals and families. He takes pride in building long-term relationships with clients to help them plan, and ultimately achieve, their goals.
As well as being a member of the Chartered Insurance Institute, holding the UK RQF Level 4 Diploma in Regulated Financial Planning, he is an associate member of STEP (Society for Trust and Estate Planning), having completed the Advanced Certificate in UK Tax for International Clients. He is also a member of the Hong Kong Securities and Investment Institute and is a Licenced Representative for our Type 4 and 9 Securities and Futures Commission (SFC) licenses.
Outside of work he enjoys playing football, tennis, golf, and is a keen skier.