Position: Senior Investment Manager
Tel: 0117 916 6177
Fax: 0117 916 6151
Tom joined the Whitechurch Investment team in 2017. He was previously at Beaufort Securities where he was responsible for heading up the Bristol office and was instrumental in building Beaufort's presence in the South West. Tom has considerable investment management experience and a strong awareness of the wealth management environment. He is a Chartered Fellow of the Chartered Institute of Securities & Investments and has over 11 years of experience looking after the day to day running of client portfolios.