When you ask, “Why choose Arboretum?”, the answer is simple: we live and breathe financial planning because there’s nothing more rewarding than helping you reach your goals.
But there’s also a lot more that makes us a respected firm, and why so many people trust us with their finances.
We follow a completely holistic approach with no “selling” involved, just goal-focused financial planning that everyone can benefit from. Our three core services reflect the quality and integrity we’re known for.
We’re a family-run firm, and proud of it. For us, “family-run” means real relationships, genuine care and trust, and a long-term view. We have the perfect blend of personal service and professional standards.
When it comes to fees, we believe in fairness and transparency. Our hybrid approach is about charging for the work we do, not just the amount involved, and our focus is on building long-term relationships with clients.
Tom holds both Chartered Financial Planner and CFP™ status, which is regarded as the “gold standard” in the profession. It means he’s gone the extra mile (and then some) to reach the highest level of qualification and expertise in financial planning to better serve clients. They’ve rewarded him with glowing feedback on VouchedFor, the UK’s leading independent review site for financial professionals.
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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