Tom Kesterton

What is your average day like:‍

My perfect day starts with warm sunshine and clear skies, a warm cup of coffee, and some quiet time to read—whether it’s the newspaper or a book I have close at hand. I love spending time outdoors, so the afternoon would be perfect for exploring scenic views with friends, maybe taking a leisurely hike or strolling through a beautiful park. We’d wrap it up by finding a cosy spot to relax, enjoying good food and better conversation over a cold beer while watching the sunset. It’s all about great weather, simple pleasures, and connecting with the people who make life fun. Oh and if I can top it off knowing I’ve a clear desk and an empty inbox back at the office, all the better!

What do you like most about your job?

The real difference it makes to people and the feeling I get when I see the people I help their improved lifestyle and options.

How long have you worked in Financial Services

Since 2007.

Meet with Tom

What Tom's Clients Have to Say

Since we started getting advice from Tom in Dec 2022, we expanded the scope of our conversation to financial planning, investment strategies, pensions and protection. I’m extremely happy with Tom.

He continues to manage my investments very well and has helped me create new investment pots for different solutions.

Tom has recommended a well-performing pension package and assisted in consolidating various smaller pensions into one provider. I can't fault Tom's advice.

Tom has since helped both me and my husband set up personal ISA investments, as well as for both our children and helped secure a mortgage renewal

Tom takes time to understand our situation without being judgemental and takes time to explain financial topics (sometimes advanced) in lay terms.

Tom Kesterton is a highly skilled financial planner with over a decade of experience in wealth management, investment planning, and financial services. Specialising in helping individuals, families, and business owners take control of their finances with less stress and more confidence, Tom is committed to turning financial aspirations into actionable goals through tailored, holistic strategies. Drawing on his BA (Hons) in International Finance and Capital Market Studies and his designation as a Chartered Wealth Manager, Tom combines technical expertise with a personable approach. His career has included roles at prestigious firms such as Artemis Investment Management, Quilter Cheviot, and Columbia Threadneedle, where he honed his skills in asset management, tax planning, and client relations. Tom works closely with clients at every stage of life, from young professionals managing their first payslips to families navigating complex financial decisions, and retirees focused on estate planning. He offers solutions in areas like retirement planning, life insurance, and mortgage advice, leveraging his deep knowledge of tax-efficient wealth preservation and growth strategies. Passionate about education and empowerment, Tom regularly shares financial insights on his blog and LinkedIn, covering topics like inheritance tax planning, retirement readiness, and the importance of insurance. His approachable, reliable nature has earned him endorsements for his trustworthiness, conscientiousness, and technical proficiency from colleagues and clients alike.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.