Tom Davies

After achieving his Degree in Finance and investment in 2016, Tom Joined the Penguin Team. Since achieving his Level 4 Diploma in Investment Advice, Tom joined our growing Advice team and is now on his way to becoming a Certified Financial Planner.

As part of the Penguin team, Tom helps advise our clients on all areas of their Financial needs. This includes ensuring families are protected and clients Investments are where they need to be. Tom’s favourite part of the job is showing clients that they have reached Financial Freedom and are able to retire long before they ever thought possible.

Outside of the office, Tom is a lifelong Chelsea supporter and enjoys keeping fit and traveling the world whenever he gets the chance.

Quickfire:

1. What’s the craziest thing you’ve done?

Regularly just saying yes and booking holidays spontaneously with next to no plans. This has taken me to Croatia, Munich, Krakow, Barcelona & Bangladesh.

2. What’s the best thing you’ve spent money on?

Making my first ever personal Pension contribution

3. The worst?

Expensive trainers that were 100% not worth it

4. What’s your favourite book?

1984 – George Orwell

5. If you’re not working, where will we find you?

Watching/playing sports or going out for food/drinks in new places.