Tom Banks

Chartered Associate Wealth Planner

Advanced Diploma in Financial Planning

MSc Finance

Thomas joined Succession in 2019, having started his career at another national financial advisory firm. He thoroughly enjoys helping people work towards achieving their financial goals and objectives, whilst ensuring that each client feels that their finances are in safe hands. Thomas is a qualified Chartered Financial Planner and holds a Masters degree in Finance. Thomas lives and works in central Birmingham but regularly travels to meet clients in the surrounding area, including Oxford, Wales and Nottingham

I am a keen amateur sportsman, and much of my free time is spent watching or playing (to varying degrees of skill!) cricket, football and golf. I also enjoy going to the theatre, climbing mountains and visiting castles.

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