Tom Thorp

Areas of expertise

• Investment planning
• Retirement planning
• Estate planning and inheritance tax mitigation
• Court of Protection, Personal Injury & Clinical Negligence

Experience

Tom has over 8 years' experience in financial services, joining Evelyn Partners in 2020, working out of both the Bournemouth and Salisbury offices. Tom works with a wide range of clients, providing them with holistic financial planning, allowing them to make the best choices for their own and their family’s future.

More recently, Tom joined the Personal Injury and Court of Protection Team at Evelyn Partners. Tom has several existing clients who have suffered a serious injury or have been affected by clinical negligence and works closely with both deputies and professional trustees.

Notable client work and achievements

• Professional qualifications/memberships
• Member of the Chartered Insurance Institute
• Diploma in Regulated Financial Planning - DipPFS