Tom Grace

Financial Planning Manager

Tom graduated from the University of Exeter with a 2:1 in Economics. During his studies, Tom spent two years working as a customer service assistant at the Coventry Building Society, which piqued his interest in the finance industry. Having completed a successful internship with Mulberry Bow, he decided to transition to Financial Planning. Tom is working his way through our graduate training program, including all the technical exams required to qualify as a Chartered Financial Planner, with the goal of gaining sufficient technical knowledge and client-facing experience to eventually start advising clients.