about us our wealth planners tom warwick
BA(Hons) Financial Services
Chartered MCSI (CISI)
Diploma in Financial Planning (DipPFS)
Tom graduated with a BA(Hons) in financial services and worked with a small, regional practice for over twenty years, prior to joining Succession in 2018. Tom advises individuals & trust clients on a wide range of financial matters, particularly investment and pre and post retirement planning.
"Tom lives in Cheltenham with his wife and two children – who share their parents’ love of most things sport and frustrations of supporting Newcastle United!"
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.