Tom Melling Email & Phone Number

My goal is to provide advice that helps people achieve their long-term financial goals, whether that’s to save for the future, pay for school fees or make sure there’s enough for a comfortable retirement. I work with my clients to understand what’s important to them and together we work on a plan to achieve their objectives whilst not losing sight of their investment principles.I work with individuals/families, trusts and charities managing portfolios worth over £50m. They have different circumstances and objectives and I spend time getting to know their requirements so that I can manage their wealth in the most effective manner. I take responsibility for the portfolios I manage, including using tax allowances and making changes to investments as appropriate, allowing my clients to concentrate on other aspects of their lives.If you would like to know more, please get in touch.

Listed skills include Business Analysis, Stakeholder Management, Prince2, Itil, and 11 others.