's qualifications
At work
Tom is part of our UK Client Services team, helping to keep each stage of a client’s financial planning journey running smoothly. From preparing documentation to supporting our Financial Advisers behind the scenes, he helps ensure clients always feel well looked after.
Tom is keen to build his technical knowledge and progress within the profession and is currently studying towards the first unit of the Financial Planning Diploma.
Tom previously worked at Fidelity International supporting advisers and clients, experience he now brings directly into his role at bdhSterling.
Outside the office, Tom channels plenty of energy into staying active. Whether he’s at the gym, out for a run, or playing padel, he enjoys anything that gets him moving. He also enjoys spending time with his family, especially his nieces.