Tom Kesterton

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.

Expertise and Services

Tom works closely with clients at every stage of life, offering solutions in areas such as:

Retirement planning
Life insurance
Mortgage advice
Tax-efficient wealth preservation and growth strategies

Qualifications and Career

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.

Client Focus

Tom partners with clients ranging from young professionals managing their first payslips to families navigating complex financial decisions and retirees focused on estate planning. His personalised approach ensures that financial plans align with each client’s unique goals and circumstances.

Education and Advocacy

Passionate about education and empowerment, Tom regularly shares financial insights on his blog and LinkedIn. He covers topics such as inheritance tax planning, retirement readiness, and the importance of insurance, aiming to inspire confidence and informed decision-making among his audience.

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