Tom joined Killik & Co in 2011 after serving in the British Army. He looks after all types of private clients, whether individuals, families, charities or corporate accounts. Whoever the client, Tom's focus is on understanding their current situation, risk profile and long-term financial objectives to craft a suitable and bespoke investment portfolio. In conjunction with advice from our specialist Wealth Planning team, your portfolio can then be held within ISAs, SIPPs, trusts or offshore wrappers to enhance tax efficiency. When not at work, Tom likes to think about going sailing, and very occasionally does manage to get onto the water.
“Your investment portfolio is actively working towards building your financial future so getting it right for you is critical, and knowing you have the right risk-return balance, whatever your investment experience or objectives, can be a great weight off your mind.”
Tom Anderson
Mayfair branch
Tom's customers say…
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