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Name: Tom Reed
Qual: DipPFS Cert PFS (DM) Cert PFS (Securities)
Role: Senior Financial Planning Manager

Background

Tom has over 10 years’ industry experience, with 5 years working as a technical pension specialist and over 5 years in financial advice. He joined CBWM in 2017 and his background includes handling clients across the globe as a specialist international advisor. Tom specialises in designing strategies to achieve financial targets and manage risks. He offers the full suite of financial planning services to individuals, families, businesses and trusts.

MHA Carpenter Box Wealth Management is a trading name of Carpenter Box Wealth Management LLP which is authorised and regulated by: The Financial Conduct Authority. FCA Registration No: 489484. Registered in England and Wales No OC338257.
Registered Office Amelia House Crescent Road Worthing BN11 1QR