Tom Kimche

After graduating from Bristol University in 2011, I was keen to put my degree in Economics and Finance to good use. I began my career as Trainee Financial Planner at a leading City firm and embarked on the first of many professional exams, working my way up to become a Chartered Financial Planner and an adviser - primarily to partners at the leading accountancy and law firms. After six years, I moved to a boutique advisory firm where I was senior adviser to a broader group of high-net worth clients; however, after a year, I took the opportunity to join the fast-growing and forward-looking Netwealth.

Here I continue to help clients meet a wide range of financial objectives. People come to us to be reassured and to find meaningful solutions to their financial challenges. As an adviser, I like the fact that our modern technology can help bring the topic to life, while also helping us keep fees low. Fees play a big part in any planning strategy, while visual, accessible technology can help clients feel more confident – these qualities set us and the advice we provide apart.

Helping clients achieve their objectives is very fulfilling. I also enjoy regularly hosting webinars to explain various financial planning concepts and investment ideas. From time to time, I also step outside my traditional area of expertise to work with our software engineers with tools and other technology to help enhance the overall Netwealth service.

Outside of work, I really enjoy travelling, and also spend time playing squash and going to the gym now that my football playing days are behind me.

Likes

Technology

Minimalism

Travel

Dislikes

Inflation

Heights

Hidden Fees