Thomas is a UK qualified financial advisor, a UK pension transfer specialist and US Investment Advisor Representative (IAR). Thomas has spent years advising expats on QROPS (ROPS) / SIPPs / UK pensions and generally helping them navigate the complexities around this cross-border financial puzzle.
Since coming to the USA Thomas has continued advising British expats on their UK pension options and has widened his focus to portfolio management and financial planning. Thomas is particularly excited about being able to bring Life-Centered Planning to his clients to compliment his cross-border specialisation and help them use their wealth wisely to lead a better life.
When Thomas is not in the office he enjoys playing golf, football and tennis. He is a keen skier and will be running the NYC Marathon in 2019.
Thomas holds the Series 65 (US - FINRA).
Check out Thomas's LinkedIn Bio here