Tom Dunn

Financial Planning Associate

Tom graduated from the University of York with a 2:1 in Accounting, Business Finance and Management. During his studies, Tom spent a placement year at an IFA in York and decided to pursue a career in financial planning after graduating. Tom joined us in December 2023 and supports us in all aspects of our client service. He is working his way through our graduate training programme, including all the technical exams required to qualify as a Chartered Financial Planner.