Tom Wood

Tom Wood Email and Phone Number

Founder and Financial Planner @ Fortify Wealth
United Kingdom
Tom Wood's Location
United Kingdom, United Kingdom
About Tom Wood

🚀 Founder | Fortify Wealth 🚀Hi, I am the co-founder of Fortify Wealth, a financial advisory firm dedicated to helping clients navigate the complexities of wealth management.💼 About Fortify Wealth:Our slogan is ‘helping you build confidence in your future whilst making the most of today’ - we genuinely believe in this. We want you to enjoy today whilst keeping the future in mind. We do this by taking a personalised, modern, technology-led and jargon free approach to every client we meet.At Fortify Wealth, we take an holistic approach to financial planning, tailoring strategies to meet the unique needs and aspirations of our clients. Our mission is to provide insightful guidance, personalised solutions, and a roadmap for long-term financial well-being.🔍 My Background:I have over 8 years of experience working with Financial Advisers, Wealth Managers and Private Banks which I bring over to Fortify Wealth. I’ve always had the ambition to build and run my own business so being able to do it in an industry I am hugely passionate about is shown in all my work. Outside of work I have three main joys in life - sport, time with the family and travel.So, if you’re keen to get in touch just give me a call on 07841140534 or email me on tom.wood@mandg.com. As a Partner of M&G Wealth, we advise on a range of products from Prudential and other carefully selected providers. This is known as restricted advice.Looking forward to hearing from you.

Tom Wood's Current Company Details
Fortify Wealth

Fortify Wealth

View
Founder and Financial Planner
United Kingdom
Employees:
2
Tom Wood Work Experience Details
  • Fortify Wealth
    Founder And Financial Planner
    Fortify Wealth
    United Kingdom
  • Fortify Wealth
    Founder & Financial Planner
    Fortify Wealth Jan 2024 - Present
    London, England, United Kingdom
  • Octopus Investments
    Head Of London & Greater London
    Octopus Investments Aug 2015 - Jan 2024
    London, England, United Kingdom
    Octopus is one of the UK's leading providers of Venture Capital trusts (VCT), Enterprise Investment Schemes (EIS), Inheritance Tax (IHT) solutions and Multi Manager funds. I am responsible for developing relationships with Financial Intermediaries, understanding their clients' investment objectives and providing planning ideas to ensure they are met. I balance my time between running face to face meetings, presentations, client meetings, webinars and events.
  • Xceptor
    Bdm
    Xceptor Jun 2014 - Jul 2015
    London, United Kingdom
  • Sungard
    Asset Management Consultant
    Sungard Sep 2013 - Jun 2014
    London, United Kingdom
  • Bank Of New York Mellon
    Sales Analyst
    Bank Of New York Mellon Jun 2013 - Sep 2013
    London, United Kingdom
  • Rbs Markets & International Banking
    Summer Analyst
    Rbs Markets & International Banking Jun 2012 - Sep 2012
    London, United Kingdom
  • Morgan Stanley
    Industrial Placement
    Morgan Stanley Jun 2011 - May 2012
    London, United Kingdom
  • Openwork
    Advisor Evaluator
    Openwork Aug 2008 - Feb 2009
    Swindon, United Kingdom

Tom Wood Education Details

Frequently Asked Questions about Tom Wood

What company does Tom Wood work for?

Tom Wood works for Fortify Wealth

What is Tom Wood's role at the current company?

Tom Wood's current role is Founder and Financial Planner.

What schools did Tom Wood attend?

Tom Wood attended University Of Bath, Dauntseys School.

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