Tom is a Financial Adviser at Oakglen Wealth Planning, bringing over a decade of experience in wealth management. He has worked with several leading institutions, including HSBC, LGT Vestra, Vantage, and RBC. Tom is a Chartered Member of the Chartered Institute for Securities & Investment (CISI) and holds the prestigious Private Client Investment Advice & Management (PCIAM) qualification. He specialises in delivering tailored financial planning and investment advice to both private and corporate clients.
Tom Lewis
Financial Adviser


