Money shapes many of life’s big decisions, and we’re here to help you find clarity through our financial planning and peace of mind from our wealth management.
Why choose us?
We’re a family-run, Yorkshire-based firm and proud of it. Think real and lasting relationships, proper care, and the kind of financial diligence we’d want for our own finances.
Tell me more
Staying true to our roots, we’ve teamed up with Tree-Nation to plant one tree every month for every client we work with. We’re thrilled to be part of this meaningful and positive initiative, and you can track our progress by checking the tree count here.
Discover more646 trees planted
46.35 tonnes of CO2 compensated
Every conversation is built around understanding what matters to you: your values, your priorities, and the life you want to lead. We don’t just discuss investment and returns, but instead explore how you can use your wealth to support your vision.
Explore furtherWe’ll learn about you, and you about us, through questions like “What was money like growing up?” and “What does money mean to you?”
Our next meeting focuses on where to plant your financial plan: your investments. We’ll explore your risk tolerance and share our investment philosophy.
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.
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.
Just like a tree needs watering and care, your financial plan thrives through regular monitoring and adjustments as life evolves.
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!
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.
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.
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.
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.
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