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