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Tom DipPFS
Personal Financial Planner- Helping busy professionals to build a better retirement and future for themselves and their family
Professional Background
Tom Noyes-Lewis DipPFS is an accomplished financial planner who specializes in providing comprehensive financial advice to busy individuals, ensuring they gain clarity and confidence concerning their personal financial situations. With a steadfast commitment to building and maintaining long-lasting relationships, Tom emphasizes a holistic approach to wealth management, offering a constant source of trusted advice as his clients' financial needs continue to evolve throughout their lives.
With over a decade of experience in the financial planning industry, Tom has honed his skills in various areas of personal finance, including retirement planning, investment management, tax-efficient planning, financial protection against risks, and trust, estate, and inheritance tax planning. He understands that navigating personal finances can be complex and stressful, which is why he prioritizes a tailored approach to meet the unique needs of each client he serves.
Tom's expertise is backed by his role as a Partner at Morrinson Wealth Management LLP, where he has successfully helped numerous clients achieve their financial goals. Moreover, he was recognized as a 'Top Rated Financial Advisor for 2022' by The Times, a testament to his dedication and effectiveness in the financial advising field.
Education and Achievements
Tom Noyes-Lewis began his educational journey by studying Business Management at Cardiff University, one of the leading institutions in the UK. His education laid the groundwork for his understanding of financial principles and concepts that would later apply in his career. Additionally, he attended St. Edward's School in Cheltenham, where he developed essential skills that would support his future aspirations.
To further his competency in the financial sector, Tom pursued the Investment Management Certificate through the Chartered Institute for Securities and Investment. This qualification provided him with advanced knowledge and skills, setting him apart as a financial professional capable of providing top-tier advisory services. His commitment to ongoing professional development showcases his dedication to staying updated with industry trends and best practices.
Career Milestones
Over the course of his career, Tom has held various significant positions, each contributing to his wealth of experience in finance. Before joining Morrinson Wealth, he served as a Sales & Business Development Executive at PIMS-SCA, specializing in risk management solutions. His role involved engaging with clients and understanding their specific needs, a skill he has carried into his financial planning practice.
Tom's entrepreneurial spirit led him to work at several organizations in business development roles, including Full Contact Rugby Consultancy, Momentum Worldwide, and the Croatian Tennis Federation. These experiences helped him build a robust understanding of the business landscape, which is crucial for effective financial advising.
Additionally, Tom expanded his professional repertoire by working with the Amlin Aguri Formula E Team, where he was involved in business development. His involvement in diverse sectors has enriched his understanding of varied markets and client needs, making him a well-rounded advisor. Notably, he played a role in the London 2012 Olympics as a Court Coverer for tennis, an experience that highlighted his ability to thrive in high-pressure environments.
Specialty Areas
Tom Noyes-Lewis's proficiency in several specific areas of financial planning makes him an asset to his clients:
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Retirement Planning: Tom helps individuals prepare for a comfortable retirement, assessing their current financial situation and projecting future needs to create realistic and actionable retirement plans.
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Investment Management: With a keen understanding of the markets, Tom advises clients on investment strategies tailored to their financial goals and risk tolerance.
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Tax Efficient Planning: Recognizing the importance of minimizing tax liabilities, Tom offers strategies that help clients maximize their after-tax income and retain more of their hard-earned money.
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Financial Protection Against Risk: Tom emphasizes safeguarding clients against unforeseen risks through suitable insurance products and financial planning, ensuring peace of mind.
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Trust, Estate and Inheritance Tax Planning: He aids clients in effectively managing their estates and trusts, facilitating smooth transitions and tax savings for future generations.
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Managing Cash and Borrowings: Tom provides strategic guidance on managing cash flow and borrowings, helping clients make informed decisions regarding loans and credit.
Client Testimonials and Recognition
Tom's dedication to his clients is evident in the positive feedback he receives. Clients praise his ability to simplify complex financial concepts and his approachable demeanor, which fosters trust and open communication. His reputation in the community is further solidified by his recent accolade as a 'Top Rated Financial Advisor for 2022.' This recognition not only reflects Tom's expertise but also his commitment to putting client needs first.
If you are looking for personalized financial advice and would like to engage with a trusted financial planner, Tom Noyes-Lewis is ready to provide guidance tailored to your unique circumstances. Interested parties can easily reach out for a non-committal consultation by contacting him directly via email at [email protected] or by phone at 07554458311. Opening a conversation with Tom might just be the first step toward achieving your financial aspirations!
Achievements
