Tom Warwick

Wealth Planner


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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