As an Adviser at Barnes Wealth Management, Tom works with clients in Buckinghamshire, Oxfordshire, London and beyond.
As part of a Chartered Practice of Financial Planners, he provides face to face, bespoke and tailored financial advice that is clear and easy to understand.
Within the Family Practice, Tom’s client relationships are key to his business, and these are founded on building trust and respect - with an emphasis on creating a long-term partnership.
Working with individuals, couples, families & business owners, Tom specialises in:
- Investment Planning
- Retirement Planning
- Estate Planning
- Inheritance Planning
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.