Thomas Lambert

A little bit about Thomas

Thomas prides himself on listening to his clients in order to create a bespoke plan, which has been tailor made to meet their personal and financial goals and objectives. His aim is to provide advice, on what can often be complex subjects, without the use of industry jargon and at a level that his clients can fully understand.

Tom enjoys building long lasting relationships with his clients and endeavours to do this by providing a continuous service and committing himself to regularly reviewing and meeting his clients on an ongoing basis.

Tom has worked within Financial Services since 2012, working for some well-known household names such as Lloyds Bank, Wesleyan Bank and St James’s Place. He specialises in Pension Planning, Investments, Mortgages, Protection and Inheritance Tax Planning.

Tom is married and has two Cockerpoo’s Charlie and Betty. In his spare time he enjoys spending time with his family and friends and has a keen passion for travelling. His main driving force behind doing a job that he loves, is his genuine passion for helping others to shape their financial future for both them and their family, as after all family is the most important.