Tom Austin
MCSI, DipFA, PETR

Tom is adaptable, clear and efficient. He has been very supportive and understood my needs and challenges associated with a multi-country expat setup. He has always provided the right level of flexibility. Thanks Tom for the support.

Tom was recommended by a friend when I was looking for financial advice. He spent time understanding our specific situation and needs and returned promptly with a well-prepared and well-considered range of suggestions.

Since then he has continued to follow up diligently, always reflecting on what makes sense for our portfolio in the ever-changing economic climate and taking into account our personal circumstances.

He is also very responsive to any ad hoc queries we might have from time to time. I’ve been very grateful for his support and advice and find him to be reliable, professional and hard-working.

I was recommended to speak to Tom, by a trusted friend, on the topic of transferring out of the BP pension.

Tom was extremely responsive with communication and flexible with timings for our teams meeting. I had an hour conversation with him on the pros and cons of transferring out of the BP pension scheme.

I have had a few of these over the years and the conversation I had with Tom was comfortably the most useful and balanced, not pushing me one way or the other but giving me the facts.

He was extremely easy to talk to, open and honest about my personal options. This enabled me to come to a conclusion with which I am very comfortable.

I would thoroughly recommend Tom if you are considering moving your pension or consolidating a number of them.

After unsuccessfully scouring the market for a wealth management professional I can trust, I was introduced to Tom a while back. That proved to be my lucky day.

Possesses in abundance all of the attributes I was seeking-technical excellence, took the time to clearly understand my needs and provides holistic and clearly explained WM planning services underpinned with deep integrity. Thank you Tom

Tom has been of great help in working through my pension arrangements in the UK and advising me on my options. He is transparent, diligent, pro-active and has worked very hard to understand my needs and preferences.