Financial Planner DipPFS in Devon
We often insure the things that matter – our pets, our phones – yet the most important protection is sometimes overlooked: ourselves and our families.
Many people delay protecting themselves and their families - whether due to cost concerns, uncertainty about the right cover, or the belief that “it won’t happen to me.” You’re not alone, and that’s where I can help.
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.
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.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Home contents insurance, buildings insurance.
Paignton
Devon
United Kingdom
Thomas is located in Devon and offers expert financial advice to suit your needs.
Before becoming a financial planner, I worked as a truck mechanic, where I learned the value of long-term thinking and preventative maintenance. That mindset now shapes my approach to financial planning - because investing in your future is a long haul journey.
I’m committed to helping clients achieve their goals with confidence and clarity, and I place great importance on building strong, lasting relationships. For me, a solid financial plan starts with the right protection. Life can be unpredictable, and ensuring your family is secure through illness, disability, or worse provides peace of mind when it matters most.
I guide clients through these conversations with honesty, care, and a calm, practical approach, helping them make confident decisions about their family’s financial future.
I’m a full-time dad to two energetic kids who sit at the centre of every decision I make. When I’m not helping clients, you’ll usually find me on the football pitch or in the gym, always pushing myself to learn, grow, and improve.
Get in touch, I will always make time to care for you and your family.
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.
