CHARLES GILLESPIE

Tom Holland DipPFS

WEALTH PLANNER

Tom is a qualified Financial Planner, advising private clients on wealth planning and investment advice, retirement planning; including cash flow modelling, pension accumulation, protection and intergenerational planning. He also advises corporate clients on workplace pension arrangements. 

Prior to joining Kingswood, Tom built his experience in financial planning joining ECS Financial Services, a local IFA in Sheffield in 2013 as a trainee adviser. ECS were acquired by Sterling Trust Professional who have since been acquired by Kingswood. Prior to joining ECS in 2013, Tom worked in various role in Aviva Life and Pensions.

Outside of work, Tom enjoys spending time his young family and has a preference for ‘adventure sports’ including climbing with the renowned peak district only a stone’s throw away.

  • Tom.holland@kingswood-group.com