At work
Tom is a graduate financial planner with experience in supporting clients as part of the client servicing team. His work includes coordinating meetings, maintaining accurate client records, and actioning the outcomes of adviser meetings.
Tom works directly with clients to address their enquiries and provide professional support.
At home
As an active individual, Tom enjoys keeping fit and spending time outdoors. He regularly goes to the gym and plays both football and cricket.
Recently, Tom has also taken up golf, and is embracing the challenge of improving his game.
Spotlight questions
The proudest moment of my career was:
Joining de Mellow & Co following my graduation from Lancaster University with a Master’s in finance.
The three things I love most about my job are:
Building meaningful relationships with clients, gaining insight into the financial planning process through supporting the advisers, and having the opportunity to continuously learn and grow in the field of financial planning.
The types of people I most enjoy working with are:
Individuals who value collaboration and clear communication, and are open to sharing their goals and working together to achieve them.
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