Tom is the founder of TDB Wealth, bringing with him extensive experience as an Adviser within a highly successful St. James's Place Practice. Over the years, he has worked with a diverse range of clients, from individuals to business owners and he understands that all clients’ situations are unique. Tom has achieved several of the most prestigious industry qualifications, including Chartered Wealth Manager, Certified Financial Planner™, Chartered Financial Planner and Fellow of the Personal Finance Society. These credentials ensure that Tom is best equipped to deliver the highest standard of financial advice to his clients.
With a genuine passion for helping others, Tom understands the value of building long-term relationships founded on integrity, trust and expertise. This approach enables him to guide his clients towards achieving their financial goals with confidence and clarity.
Outside of the office, Tom is an avid traveller and a keen sportsman as he plays cricket, golf and has previously competed in Brazilian Jiu-Jitsu. He is also a member of the Round Table in York where he and his fellow ‘Tablers’ regularly volunteer for charitable causes in the York area.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.