Tom Walton

Client support

Tom Walton

Career Profile

Tom joined the team at Active Chartered Financial Planners in August 2024 following a 12 month trainee programme as a management accountant at a local haulage firm.

Tom graduated from Newcastle University in 2021, gaining a distinction in the MSc in Accounting, Finance & Strategic Investment.

Key Services

As a member of the client support team, Tom works closely with a number of the firm’s financial planners by providing valuable administration support. He also supports the paraplanners in the creation of client reports, using a variety of software.

Hobbies and Interests

Tom is a keen runner, currently training for a marathon.

Qualifications

– MSc Accounting, Finance & Strategic Investment – Distinction (2021)

Get in Touch

If you would like to find out more about how we can help you, please give us a call or drop us an email.

Phone Us

01642 765957

Email Us

info@activefp.co.uk

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Active Spirit

“Having been a client of Active for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I have no problem recommending him to other people.

Client survey results: we asked your views, heard the message, and shared the concerns

17th December 2024

Client survey results: we asked your views, heard the message, and shared the concerns

Here at Active Chartered Financial Planners we pride ourselves on listening to our clients and recognising any concerns they have. That’s why, following Chancellor Rachel Reeves’ recent Budget, we conducted…

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Autumn Budget re-cap with Joanne Fisher

10th December 2024

Autumn Budget re-cap with Joanne Fisher

Doesn't it feel like a distant memory, when Chancellor Rachel Reeves unveiled significant changes to pensions, capital gains tax, and more in her Autumn Budget on 30th October? By now,…

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Julie’s dream retirement

28th November 2024

Julie’s dream retirement

For lots of us, retirement is the time we’re looking to put our feet up and relax but for client Julie, it was the start of an adventure made possible…

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Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

http://www.financial-ombudsman.org.uk

Tel: 0800 023 4567 or 0300 123 9 123

Active Financial Planners Ltd

Registered in England & Wales No. 4039863 Registered Office: Active House, 1 Dukes Court, Thornaby, Stockton-On-Tees, TS17 9LR

Active Chartered Financial Planners is a trading name of Active Financial Planners Ltd which is authorised and regulated by the Financial Conduct Authority

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