I joined the Financial Services Industry in 1976 working for Clerical Medical as a Business Development Manager in the South West of England.
In 1998 I moved to Tom French & Associates, the leading South West Wealth Management and Independent Advice firm, undertaking the role of an Independent Financial Adviser. For 15 years I specialized in advising private clients in the areas of wealth management and retirement planning.
Having successfully advised many clients I took up the role of Investment Director in 2013.
As Investment Director I influence the future direction of Tom French & Associates, including the investment process, selection of investment partners, reviewing research and ATR tools.
In addition to my role as Investment Director I have continued to advice a number of personal clients.
Should you wish to discuss involvement with Tom French & Associates I can be contacted on firstname.lastname@example.org or 07770 998889. See less