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Work
Tom has been with PenLife since 2009, having worked in pensions since 2002, and over that time has amassed a wealth of knowledge. As a Chartered Financial Planner, Tom has helped hundreds of clients in all areas of advice. He specialises in Inheritance Tax and retirement planning, and is qualified to deal with Defined Benefit pensions.
Tom is well-versed in dealing with complicated tax and pension planning. He’s able to lay this out for clients in such a way that they gain valuable understanding and the confidence to move forward on the most suitable path.
Tom’s proudest moments as a Chartered Financial Planner are when he’s able to help people who are going through difficult times. He can offer real compassion and reassurance, and hopefully contribute more than just financial advice to get them through.
Rest and play
Tom lives in York with his wife Elena and daughter Isabella. Son Alessandro has abandoned the family to study at uni in London!
Tom loves spending time with family, preferably outdoors or in front of a BBQ. He loves reading when he gets the chance, having always been interested in history and even studying it at uni.
Tom also enjoys doing DIY on the house and in the garden. He loves the sea and getting the opportunity to go surfing, especially on the beach in Spain where his wife is from. It’s warmer there!
Meet the rest of us
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