A born and bred Yorkshireman with a real passion for helping people use their money to enjoy life to the full – that’s our director and Chartered Financial Planner, Tom Brookes, summed up quite nicely. And while that’s a good start to learning about who Tom is, there’s plenty more to discover.
Read Tom's story
Emma has held support roles in various sectors, thriving wherever she can build her own processes and let her organisational creativity shine.
Tom has attempted to recruit Emma many times over the years, due to how she’s the “Yin” to his “Yang”! He finally succeeded by offering her one irresistible perk: the freedom to work from a cruise ship anywhere in the world. The rest, as they say, is history.
They say DNA is split 50/50 between parents, but in Ethan’s case, it seems there was a glitch – he’s about 90% Tom!
You’ll know the real Ethan when you catch yourself saying, “He is a miniature Tom”. Tom might quietly admit Ethan could outsmart him one day, but for now, he’s clinging to age and wisdom. Ethan’s take on Tom’s job? “People give him their money, then he can turn that into more money for them”.
The epitome of a “cheeky chappy”, Austin will be quick to win your heart. His greatest joy in life is making people laugh, but he’s also emotionally intelligent and has a real love for numbers.
Notoriously tight-fisted with his money, he already possesses the skills to be a future financial planner! Austin’s take on Tom’s job? “People let him take their money, then he adds more and gives it back to them”.
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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