I have joined the Vision team having worked my whole career within the financial services sector, the last 9 years were with HSBC.
I have a wide breadth of knowledge, including investment management, investment portfolio construction and monitoring, sophisticated inheritance tax planning, retirement planning and protection advice for individuals.
I believe in placing my clients at the centre of everything I do and this is achieved by providing an exceptional service and building professional relationships based on trust and integrity. I am now looking forward to providing truly independent financial advice from the whole of market, on a bespoke, individual basis.
I am happily married with two young children. A passion of mine is travel and I love going abroad with the family as much as possible. We spend our summers with the wife’s family in their cottage on Lake Muskoka, Ontario, Canada, where we can enjoy outside life.
I welcome the opportunity to meet with you to discuss your financial circumstances and how I could add value, my contact details are 07812 537750 or by email
‘Having known of Tom Spear in his previous employment I felt confident that he was able to understand both my husband’s and my attitude to our future investment needs.’