What we do

Not just advice

A bond that goes beyond your finances

Financial planning is the missing piece many only discover when life demands clarity and direction. Then, as life gets more complex, wealth management helps you stay in control and make the most of what you’ve built.

By blending these services, we create a boutique experience tailored for those who want to live life on their terms and ensure their finances support that vision.

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.

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…

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01

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.

Designed for simplicity

Investing your money

The real challenge isn’t investing – it’s staying the course. We’re strong advocates for a disciplined, passive investment strategy. We offer different investment options to suit your preferences, from traditional market-focused strategies to investments that make a positive impact. Each option is fully regulated and designed with tax efficiency in mind.

Discover our approach
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!

Read Andy's story

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.

Read Jess's story

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.

Read Jonathan's story

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.

Read Linus's story
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

Stay in the know

Reach out

Let’s chat about you

01977 330 131

    Arboretum Financial Planning Limited is an Appointed Representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Arboretum Financial Planning Limted is entered on the Financial Services Register https://register.fca.org.uk/ under reference: 1024351. Arboretum Financial Planning Limited is a limted company registered in England and Wales, company number 16043303. Registered address: 1 The Paddocks, Great North Road, Darrington, Pontefract, North Yorkshire, WF8 3HS.

    The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

    This website is for information purposes only and does not constitute financial advice, which should be based upon your individual circumstances.

     

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