Thomas Davies

Thomas Davies

Financial Adviser

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

As part of the Penguin team, Tom helps advise our clients while also supporting the other advisers with report writing and cash flow modelling. Tom’s favourite part of the job is showing people that they can afford to retire long before they ever thought possible.

Outside of the office, Tom is a life-long Chelsea supporter and also enjoys keeping fit and travelling 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.

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