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Tom has worked in financial services since 1986 and specialised in providing advice to those paying for care since 2002. 

Tom says "I enjoy working with those that are aiming to fund their own care and their representatives.  This area of financial advice is highly rewarding as our work makes a tangible difference to our clients lives.
The people I see want to ensure that their care fees are secure for their lifetime whilst preserving some assets for loved ones. I work to guide clients through the difficult choices ahead and help them come to informed conclusions."

Tom is a member of the Society of Later Life Advisers through the attainment of the Financial Skills Partnership’s Later Life Accreditation.  He is also a member of the Personal Finance Society by Diploma and hold the CII’s Advanced Financial Planning Certificate alongside its specialist long term care qualification. 

Tom is married with two children and lives in Worthing, West Sussex, where he enjoys walking his dog on the beach, cycling on the South Downs, collecting singles for his jukebox and playing guitar.

Meet the Team: About Us


Office Manager & Care Co-ordinator

Tim was formerly a care fees adviser, with over 20 years of experience under his belt.  Following retirement, Tim now works part time, mainly working on our Foresight Reports for care homes and providing vaulable support at the office.

Tim works remotely from his home in a village just outside Norwich, where he lives with his wife Jane and dog, Bella.

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Meet the Team: About Us


Marketing and Administration


Dee joined the business part time in January 2023 to look after our marketing, bookkeeping and some additional administration.

As the business grows, her additional input will be hugely helpful.

Meet the Team: About Us
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