Jun 2023 - Present
AeroLeads people directory · profile
Tom Ham Email & Phone Number
Chief Executive Officer
at
Calton Wealth Management
1 work email found
@waltersandshek.co.uk
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is Tom Ham? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tom Ham is listed as Chief Executive Officer at Calton Wealth Management, based in United Kingdom. AeroLeads shows a work email signal at waltersandshek.co.uk and a matched LinkedIn profile for Tom Ham.
Tom Ham previously worked as Founder & Director at Calton Wealth Management and Director at Gameplan Wealth. Tom Ham holds Ceritificate In Discretionary Investment Management - Certpfs (Dm) from Chartered Insurance Institute.
Company email context
Email format at Calton Wealth Management
This section adds company-level context without repeating Tom Ham's masked contact details.
{first}@waltersandshek.co.uk
86% confidence
AeroLeads found 1 current-domain work email signal for Tom Ham. Compare company email patterns before reaching out.
Profile bio
About Tom Ham
Obsessed with building client focused, technology driven advice businesses to empower as many people as possible to lead the life they want to live.
Listed skills include Retirement Planning, Financial Advisory, Personal Financial Planning, Etfs, and 13 others.
Current workplace
Tom Ham's current company
Company context helps verify the profile and gives searchers a useful next step.
11 roles
Tom Ham work experience
A career timeline built from the work history available for this profile.
Founder & Director
Founder and Managing Director at CWM. A whole of market Wealth Management and Financial Planning firm. We use technology to assist in our passion for helping clients plan for the life they want to live.
Feb 2021 - Jun 2023
Director
Independent Financial Adviser
Holistic financial planner, helping to take the fear and apprehension away from dealing with finances. Specialising in retirement planning and investment management, I offer a straight forward jargon free and friendly approach - dealing with money needn't be daunting. In addition to advising private clients I am part of our in house Investment Committee which conducts both initial and ongoing due diligence on the firm's investment proposition, as well as client facing tools such as cash flow modelling software etc.
Jun 2015 - Dec 2020
Wealth Manager
Providing strategic asset allocation & investment advice to private individuals in relation to the fee-based Discretionary Managed Portfolio Services of WEALTH at work.
Jun 2014 - Jun 2015
Financial Advisor
Abertay Financial Services
Offering holistic fee-based financial planning.Specialising in cash-flow forecasting, investment & retirement planning, culminating in retirement income solutions.
Oct 2013 - Jun 2014
Financial Planner
Walters & Shek
Acting as paraplanner and trainee advisor providing whole of market financial advice to new and existing clients. Main responsibilities included:Identifying client needs and priorities,Researching protection, investment, pension, retirement income and estate planning solutions,Report writing for individual and corporate business,Ensuring compliance with FSA (latterly FCA) standards,Developing an online ETF comparison service, filtering tools, and model portfolios,Preparing the firm's post Retail Distribution review proposition.
Jun 2010 - Sep 2013
Head Coach, Senior National Team
British Sledge Hockey Association
Dec 2008 - Sep 2010
Client Technical Administrator
Pkf (Uk) Llp
Mar 2005 - Mar 2006
Pension Administrator
Apr 2004 - Mar 2005
3 education records
Tom Ham education
Ceritificate In Discretionary Investment Management - Certpfs (Dm)
Chartered Insurance Institute
Certificate In Securities Advice And Dealing - Certpfs (Securities)
Chartered Insurance Institute
Diploma In Regulated Financial Planning - Dippfs
Chartered Insurance Institute
FAQ
Frequently asked questions about Tom Ham
Quick answers generated from the profile data available on this page.
What company does Tom Ham work for?
Tom Ham works for Calton Wealth Management.
What is Tom Ham's role at Calton Wealth Management?
Tom Ham is listed as Chief Executive Officer at Calton Wealth Management.
What is Tom Ham's email address?
AeroLeads has found 1 work email signal at @waltersandshek.co.uk for Tom Ham at Calton Wealth Management.
Where is Tom Ham based?
Tom Ham is based in United Kingdom while working with Calton Wealth Management.
What companies has Tom Ham worked for?
Tom Ham has worked for Calton Wealth Management, Gameplan Wealth, British Army, Aberdein Considine, and Wealth At Work.
How can I contact Tom Ham?
You can use AeroLeads to view verified contact signals for Tom Ham at Calton Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Tom Ham attend?
Tom Ham holds Ceritificate In Discretionary Investment Management - Certpfs (Dm) from Chartered Insurance Institute.
What skills is Tom Ham known for?
Tom Ham is listed with skills including Retirement Planning, Financial Advisory, Personal Financial Planning, Etfs, Inheritance Tax Planning, Investment Advisory, Holistic Financial Planning, and Personal Pensions.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial