Tom Prestwood

Areas of expertise

Discretionary Investment Management for private clients

Experience

Tom joined the firm in 2016 from Capita Asset Services where he worked as a corporate actions analyst. Tom works on the discretionary investment management desk in Leeds - managing portfolios for private & corporate clients, personal injury trusts and pension schemes. Tom is a graduate from the University of Bradford with a degree in Economics and holds the CISI Chartered Wealth Management qualification.

Notable client work and achievements

Working with clients who have been involved in serious injuries or accidents to help them invest their compensation for the long term.

Professional qualifications and memberships

Graduate in Economics from the University of Bradford and member of the Chartered Institute for Securities & Investment (CISI)