Tom Schofield

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My profile

My aim is to build long term relationships with my clients to help enable them to do the things in life that are most important to them.

I believe my role is about more than just financial advice but is also about really getting to know my clients, building strong relationships and being there through every financial decision. By working closely with my clients and understanding what’s important to them, I can help to ensure the best possible financial outcomes.

I am fortunate to have worked with a variety of clients supporting them with wealth accumulation, management and preservation. As well, I can help with:

I believe that the best financial advice arrives from a thorough review of your current financial position, your available budget, your tax position, your experience, how you feel about investment risk, and most importantly your financial goals. I will work closely with you to understand all these elements and help you get the most from your money.

I have experience in helping many clients across various industries including professional sportspeople, corporate clients and SMEs.

I work with all my clients not only to provide financial advice, but also piece of mind. I have a human approach, with no jargon, and a two-way open dialog, to build trust and really get to know them and their families.

I believe that a holistic view of financial planning is the most suitable way to help achieve outcomes. The first question I always ask my clients is ‘What do you want to get out of this?’. By understanding my clients’ priorities and what is most important to them, I can help put together and implement the most appropriate financial plan.

I am very fortunate to have an excellent paraplanning and administration team within Foster Denovo. Their support allows me to dedicate my time to my clients whilst maintaining the best possible service.

I have a Level 4 diploma in Financial Advice and a Certificate in Mortgage Advice and Practice.

I have a passion for helping people and feel privileged that I can support clients through some of life’s most difficult challenges. My dad is also a Financial Adviser at Foster Denovo, and watching him helping so many people over the years is what inspired me to follow in his footsteps.

I am a true Yorkshireman and sports enthusiast. Outside of work I spend my time with my partner Lisa, and our 12 month old Cocker Spaniel. I enjoy keeping fit, whether through rugby, cricket, football, running or cycling. I have also run two marathons raising money for various charities.

The Financial Conduct Authority does not regulate taxation and trust advice.

The value of your investment can go down as well as up and you may not get back the full amount invested.

A pension is a long term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available.

Pension income could also be affected by interest rates at the time benefits are taken. The tax treatment of pensions in general and tax implications of pension withdrawals will be based on individual circumstances, tax legislation and regulation, which are subject to change in the future.

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority.