• R01 – Financial Services, Regulation & Ethics
  • R02 – Investment Principles & Risk
  • R03 – Personal Taxation

Tom Playle


Contact Tom



In the office

Tom joined the team as an apprentice following his time in education and has developed into the role of Paraplannner over the last 5 years with HarperLees. Tom creates and maintains cashflow models, reviews investment products and builds relationships with clients.

Tom is committed to completing his Diploma by the end of 2022 and is looking forward to then continuing his journey towards his Chartered Financial Planner status.


At home

Tom loves spending time with family and friends, football, video games, and chocolate.

In the


On an ideal weekend, you can find me:

Watching football.

My favourite holiday destination is:


The first album I bought was:

I’ve never actually bought a physical album, I’ve only ever used streaming services.

If I could be any fictional character, I would be:

Anakin Skywalker.

When the dessert menu arrives, I’m looking for:

Chocolate brownie.

My pet peeve is:

Bad manners.

The best gift I’ve ever received is:

I’m not sure, probably money, I’m difficult to buy presents for.

The three people at my dream dinner party would be:

Jeremy Clarkson, Steve Irwin, and Ian Wright.