Tom Burley
Financial Planning Consultant DipPFS, MA Honours, MSc in Kent
A little bit about Tom
I am a holistic financial planning professional, advising in a broad range of areas, including Pensions and Retirement Planning, Savings and Investments, Protection and General Insurance, and Tax Planning. I specialise in developing and managing personalised financial plans for my clients.
Start the conversation
Get in touch if you’d like to discuss the long-term benefits of including investing in your financial plans.
Contact me today
An adviser’s insight
When is the right time to invest?
There’s always a degree of uncertainty when it comes to investing, so it’s natural for some people to feel nervous about it.
When the news is reporting stock market volatility, it’s understandable that some people might feel more cautious about investing. But including investments in your long-term financial plan is a smart way to give your money the best chance to grow.
Keeping money in cash might feel like a safe option, and having some money easily available is a sensible decision. But too much cash could end up costing you more because of inflation’s ability to eat away at the value of your savings. For example, when £10,000 is invested it can grow by 78% over 30 years, but if it was kept in a current account its value could actually reduce by 59%*.
There are lots of options when it comes to investing, and I’m here to guide you through them. I can help you decide things like which risk level is right for you, what types of investments to use to maximise your tax efficiency, and how to create an investment plan tailored to your circumstances and goals. I can also show you how different investment approaches could impact your finances over the long term.
If you’re thinking about how investing today can help create the life you want in the future, let’s talk about how I can support and guide you through the process.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
*Based on an annual average investment return of 5% and inflation at 3%.
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Dental & Medical
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
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.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
General Insurance
Home contents insurance, buildings insurance.
Deals
Fixed rate deals, discounted, variable and flexible, capped and/or collared.
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Qualifications
Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Location
Tom Burley's location
I have clients all over the country and I can offer advice either in person, over the phone, or via Teams.
More about me
I am a qualified Financial Adviser and member of the Chartered Insurance Institute. I also hold MA Honours and MSc degrees.
Outside of work, I am married, enjoy dog walks in the countryside and good food with friends and family.
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.