Tom Davies

After earning his Degree in Finance and Investment in 2016, Tom began his career in Financial services, quickly establishing himself as a key figure within the Penguin team.

Since achieving his Level 4 Diploma in Investment Advice, he has played an integral role in the firm’s continued growth and success. As a Senior Financial Planner, Tom not only provides expert guidance to clients but also contributes to the strategic direction of the firm, helping to shape the future of Financial Planning at Penguin.

With a deep understanding of Investment Strategies, Retirement Planning, and Wealth Management, Tom works closely with clients to ensure their Financial futures are secure. His greatest satisfaction comes from helping individuals and families achieve Financial freedom often years earlier than they ever thought possible.

Away from Penguin Tom has also recently been nominated for the Chartered Institute of Insurers Award for impact in the Financial Services profession.

Beyond his professional role, Tom is a passionate Chelsea supporter, enjoys staying active, and takes every opportunity to travel and experience new cultures with his family and daughter Daisy.

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.