Tom Daly

Background

About Tom Daly

I am a financial Adviser working in the industry since 2012. I work with clients to build a financial plan which works both now and in the future, taking into account both current circumstances and future goals. My aim is to grow your wealth as intended, through investing, pensions and trusts. I spend time getting to know clients and their aspirations. I complete a client risk profiling questionnaire to understand your attitude to risk and the type of investments we will use. The investment strategy I employ is tax efficient, low cost and long term, using passive investments. I specialise in working with both self employed clients and company directors. I can help reduce tax within the company through investing and pensions, and the same again on a personal level. I can help grow your business through investment diversification, away from day to day trading. I also enjoy estate planning and inheritance tax planning. Using trusts and utilising available allowances, I create estate plans which are not only tax efficient, but work for you now and for your beneficiaries in the future. It is also possible to invest within trusts for growth or additional income in retirement I also enjoy estate planning and inheritance tax planning. Using trusts and utilising available allowances, I create estate plans which are not only tax efficient, but work for you now and for your beneficiaries in the future. It is also possible to invest within trusts for growth or additional income in retirement.