Financial Planning Consultant DipPFS in London
As an Adviser with Quilter, I focus on providing holistic financial planning advice to professionals, business owners and entrepreneurs across many industries.
I take pride and satisfaction in helping clients achieve a better financial position through tax efficiency, investing and protection. I use a goals-based advice model, you set the goal. Together we plan, implement, monitor and achieve.
I hold a level 4 Diploma in Regulated Financial Advice from the Chartered Insurance Institute.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Kensington
West London
United Kingdom
Thomas offers expert financial advice to suit your needs, covering Kensington and surrounding areas.
Meeting a client in their current situation and helping them reach financial freedom, options and security is my source of motivation. This can be anything that truly matters to a person and their family: a happy retirement, funding children’s education and house purchases, successfully protecting finances in difficult periods.
I collaborate to create detailed, tax-efficient financial plans to get from point A to point B. I enjoy long-term relationships with clients to ensure targets are being met and changing situations are taken advantage of for client benefit. Before joining Quilter I specialised in insurance at one of the largest mortgage brokers in London.
Outside work, I’m a proud father and a keen sportsman.
Tax treatment varies according to individual circumstances and is subject to change.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.
