Tom Gates DipPFS, CII, CISI
Independent Financial Adviser
About me
I’m an Independent Financial Adviser supporting my clients, from business owners to busy professionals who want to feel organised and confident about their finances.
I specialise in financial planning for business owners, alongside protection and strategic wealth advice, helping clients make well-considered decisions across both their business and personal lives. My role is to understand what you’re building, what you want life to look like in the future, and then put the right structure around it.
I hold the CISI Level 7 Diploma in Advanced Financial Planning, which underpins the technical strength behind the advice I provide. Just as importantly, I focus on making that advice practical and relevant to your circumstances.
I believe that good financial planning starts with listening. Once I understand what matters most, I help bring clarity and direction, adapting plans as life and markets change.
Outside of work, I’m a rugby and F1 fan, a regular in the gym and a keen home cook. Most of all, I value time with my wife and family. I enjoy progress, whether in business, sport or everyday life; a mindset that carries into the way I work with clients.
Location
South Wales