Tom West

Tom advises high-net-worth clients on their financial planning, helping them to make confident and informed decisions. His advice covers the full picture - building a financial plan, setting a cohesive investment strategy, planning for retirement, as well as tax planning, pension planning and estate planning.

Tom specialises in cashflow modelling, helping clients map out and visualise their finances to make informed decisions with a clear long-term strategy in place, to ensure they are able to achieve their aspirations in life.

Tom works with clients navigating complex decisions and major life changes, providing structured, tailored advice that brings clarity around their investment, retirement, and broader financial choices.