23 Oct 2025
Our website has officially launched!
It’s been a long time coming, but we think it’s worth the wait, and hope you agree! The ...
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How we help
Your needs
Pick your starting point
Our goal is to help as many people as possible reap the rewards of good financial planning. But our services are best suited for people who fall into the categories below.
Working together
Your journey
Getting your finances in order can change your life, and it all begins with a simple enquiry. From there, Tom and the team will guide you through the process, which looks a little like this…
View in full01
Planting the seed for the future
We’ll learn about you, and you about us, through questions like “What was money like growing up?” and “What does money mean to you?”
02
Choosing the right place to grow
Our next meeting focuses on where to plant your financial plan: your investments. We’ll explore your risk tolerance and share our investment philosophy.
03
Seeing your plans take root
Now your plan begins to take shape. Using sophisticated cashflow software, we’ll show how things currently stand, explore scenarios, and make adjustments where needed.
04
Researching ways to help you thrive
While you review your plan, we’ll research the best ways to help your financial plan grow strong and steady so you can get to where you want to be financially and personally.
05
Supporting you through changing seasons
Just like a tree needs watering and care, your financial plan thrives through regular monitoring and adjustments as life evolves.
In their own words
What trust looks like to our clients
Andy
It is a real weight off our minds to know that someone who knows what they are talking about is looking after the financial side of things. Tom’s encouragement that we can afford to take lots of holidays is a big win!
Jess
Working with Tom has given me confidence in investing, and I'm very happy with the performance of his recommendations. Instead of feeling lost or daunted I am supported and confident. You can't put a price on that.
Jonathan
Tom firstly helped me vocalise what my goals were and then reviewed my portfolio. He provided expert advice on where I could maximise my investments and put it in terms I could understand.
Linus
I can't recommend Tom of Arboretum enough. He has been instrumental in getting a clear view of mine and my wife's short, medium and long term plans in life and how we can achieve them.
Extra support
Resources
Good financial planning doesn’t stop after a single conversation. We’ve got plenty of additional resources to support you all year round in the form of bite-sized articles and regular investment updates.
View all resources
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