Tom Lonergan

Advising clients since: 2020

Areas of expertise: Investment solutions to help grow wealth, Insurance (Protection) planning for individuals and their families, Bespoke pension & retirement planning, Tailored estate planning to reduce the impact of inheritance tax.

Tom is a qualified Independent Financial Adviser. He began work in Financial Services in 2013 and has been advising since 2020. He also runs a property investment business separate to his advice career. 

He enjoys working with different groups of clients but has found himself working  closely with company directors, business owners & city professionals.

Tom's main focus with his clients is to build long lasting relationships based on solid planning and clear communication. The aim is always to provide them with peace of mind and confidence about their financial plans for the future.

Tom currently lives just outside of London with his wife and two dogs. Outside work he enjoys travelling,  skiing and trying to keep fit.