We’re a family-run financial planning firm, and proud of it. For us, “family-run” means real relationships, genuine care and trust, and a long-term view.
But don’t mistake our warmth for a lack of rigour. We have the perfect (Yorkshire) blend of personal service and professional standards, treating your finances with the same diligence we’d give our own.
True financial planning is like a tree. You plant the seed in the right soil, giving it space, light and nutrients. Then, you let it grow. You don’t dig up the tree every month to check how it’s growing. You don’t move it indoors to protect it from “bad weather”.
Throughout the winter, it stops growing for a season. Even in winter, when growth pauses, the tree is still alive, quietly preparing for the next season. And as it matures, it gives back: air, shade, beauty and, eventually, shelter for future generations.
Financial planning works the same way. We build a holistic plan from day one (planting the seed), plant it somewhere with sufficient light and nutrients to grow (correct investments), and then we water it through monitoring and adjustments to our plan as “life happens.” We trust the process. Markets, like trees, know how to grow.
Imagine a garden, carefully curated for its nutrient-rich soil, and diligently monitored and tended to by a team of expert gardeners, where your plan grows alongside others. Oaks beside birches, yews beside beeches. This is the beauty of the Arboretum.
Transparency is non-negotiable. We’ll never recommend anything we wouldn’t feel confident about. That commitment to doing the right thing, even when it’s not the easiest path, is exactly why Tom moved into financial planning from a background in property.
Wealth management can be complex, but it doesn’t have to feel that way. Here’s our promise to you: no matter what, we’ll always choose clear, straightforward language over financial jargon. It’s our job to unravel the details and handle the hard stuff.
We’re intentionally small, with a personal approach to lifestyle financial planning. You’ll always feel supported and understood and never like just another number. We have no aim to become a large firm, as we value the close connections and personal touch that come from staying small.
We’re not afraid to get involved in the emotional side of money. Actually, we’ll take that one step further: we believe the best financial plan comes from understanding the whole picture. We don’t shy away from bringing your goals and values into the conversation.
Staying true to our roots, we’ve teamed up with Tree-Nation to plant a tree 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
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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