Tom Whillier
I have been providing financial planning advice to individuals and their families for 25 years. I spent 11 years with Barclays Wealth before joining Investec where I was responsible for integrating advice within the Private Office team.
Latterly, I decided to focus on a smaller number of families acting as their ‘trusted adviser’ and I have been lucky enough to work with some wonderful, very loyal, clients for over 20 years. I have always understood the importance of liaising with with their existing professional advisers (for example accountants and lawyers) providing all encompassing holistic advice. I have also built up a great network of professional advisers who can be engaged as may be necessary.
After 14 years at Investec, I decided to leave to build a ‘financial boutique’ offering fully independent financial advice ‘sitting on the clients’ side of the table’ establishing bespoke solutions matching their personal goals. These usually focus on tax efficient structuring often working with various experienced investment managers ensuring a diversified investment strategy. We also establish how best to pass on wealth to future generations and I have found that the financial education of children and grandchildren plays a vital role in longer term financial planning.