Tom Stone

Chartered Wealth Manager

Professionally

Tom is part of the onboarding team and specialises in crafting financial plans for new clients by guiding them through Henwood Court’s Financialsense Discovery Programme. In addition, Tom is responsible for building close relationships with accountants, corporate financiers and lawyers, helping to identify best-in-class professional referrals for existing clients of Henwood Court, while also identifying new prospective clients for the business.

Tom has worked in the wealth management industry for around 15 years, previously looking after high-net-worth clients as an Investment Manager at two larger wealth management firms.

Personally

Tom lives in Lichfield with his wife, Guenda, and their dog, Rosa. Outside of work and spending time in Italy with Guenda’s family, Tom is an avid sports fan, playing or watching cricket, football and golf.

Spotlight questions

What do you enjoy most about your job?

I particularly enjoy onboarding new clients, getting to know them in detail and creating financial plans to help them live their desired lifestyle. This includes assisting business owners in successfully exiting their business and seeing couples thrive in retirement. I also retain a keen interest in investment markets.

What motivates you at work?

Making a positive impact on clients’ lives, seeing the team around me progress and continuing to develop professionally.

Who inspires you? Why?

Successful business owners and the sacrifices made to get there.

Tell us something people may be surprised to know about you...

One of the few English cricket fans with a 100% win rate in Australia.

What's at the top of your bucket list?

Trips to Japan and Argentina would be high on list, then longer term owning a winner at the Cheltenham Festival would also be very special.

Tom’s Qualifications

  • 2007-2010 – (Bsc) Business Economics & Finance (Loughborough University)
  • September 2012 – Investment Management Certificate (CISI Level 4)
  • February 2015 – Chartered Wealth Manager Qualification (CISI Level 7)
  • January 2023 – Diploma in Transformational Leadership (Future Talent Learning)

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