Tom Long
Paraplanner
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Biography

Tom has worked in financial services for over 24 years. He has held various advisory roles as a Financial Planning Manager, Business Development Manager, Retail Branch Manager and Deputy head of Business Telephone Banking at HSBC Call centre providing advice to clients as well as team management.

In April 2020, Tom joined his wife Clare, and became a Paraplanner to support Partners of St. James’s Place, enabling advisers like Adrian to spend quality time with their clients, whilst he offers support by writing client reports and conducting research on a consultancy basis.

In his spare time, Tom, enjoy travelling with Clare and keeping fit.