Tom Forster
Paraplanner
Having started out my journey in financial services working with my dad, I then transitioned to a trainee paraplanner role at another company while obtaining my CII qualifications. Since then, I have obtained my Diploma in Regulated Financial Planning and joined Wealth Experts in October 2024.
What do you enjoy most about your job?
The part of my job I most enjoy is working closely with the Advisers to build comprehensive financial plans for clients which helps them achieve their financial objectives.
How do you most like to spend your time outside of work?
Outside of work, I enjoy going to Sale Sharks Rugby matches with my dad as well as playing golf with my friends. I also love travelling and going to visit my sister in the US.
Something guaranteed to make your day better…
Probably spending a Sunday afternoon watching non-stop sport.
Book a meeting with one of our wealth experts, call 01782 345100 or book online.
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