Tom Cadwallader

Areas of expertise

Tom specialises in the ongoing investment management for high net worth individuals, companies and charities.

His primary role is to ensure that clients are able to harness the power of financial markets to achieve their objectives and long-term aims.

Experience

Tom joined the company in 2018 and has worked with a number of high net worth individuals to ensure that they are well invested to achieve their long-term goals.

He graduated from the University of Exeter with a First Class Honours degree in Politics, Philosophy and Economics. He also attended the University of California, Berkeley.

Notable client work and achievements

Tom is able to help clients:
- Build personalised investment portfolios that reflect their circumstances.
- Take a suitable level of risk within their investments.
- Consider the long-term sustainability of their investments (including ethical, social and governance factors).
- Withdraw from their investments on a regular basis to fund their lifestyles.
- Consolidate their investments to simplify their affairs.

Professional qualifications and memberships

Tom is a Chartered Wealth Manager and a Chartered Member of the Chartered Institute for Securities and Investment. He also holds the CFA Investment Management Certificate.