Tom joined Y TREE from Rathbones in 2024, where he advised clients and their families on their financial planning and investment management affairs. He graduated from the University of Bristol with a degree in Economics, holds Chartered Financial Planner status and is a Fellow of the Personal Finance Society. He enjoys using his experience to help clients navigate their financial lives and ultimately to achieve their ambitions. Outside of work, Tom can be found running around London’s parks, or playing for his football team.