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Tom Woodall

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

West Midlands

Covers

Nottinghamshire, West Midlands, Worcestershire

Tom Woodall

Independent Financial Adviser

Tom has a master’s degree from the University of Nottingham and has worked in financial services since 2018. He has delivered “whole of market” advice to clients specialising in complex lending cases as well as delivering retirement planning advice.

Tom enjoys helping clients achieve their goals through problem solving and working collaboratively with them. He has consistently managed a large caseload of clients juggling the different challenges as they arise!

Outside of work, Tom enjoys family time with his wife, Emily and daughter, Robyn. He enjoys cooking, DJing and is a season ticket holder at his beloved Aston Villa!

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

West Midlands

Covers

Nottinghamshire, West Midlands, Worcestershire

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