Tom Williams Retouched
Practice Areas
Financial Planning
Wealth Management
International Investments

Thomas Williams DipPFS

International Financial Planner

With a decade of experience in the financial services sector, Thomas has worked with UK clients in a Chartered Independent Financial Advisory Firm and advised UK expats across North, Central and South America. Thomas joined Forth Capital in 2022 and is currently working towards securing CII Chartered Status.

Qualifications
Level 4 Diploma in Professional Financial Services
Level 3 Certificate in Mortgage Advice & Equity Release
Office
Edinburgh
What our clients say

Mr Richard Dooley

25 September 2023

Tom has had our best interest at heart at all times

My experience with Tom Williams and Forth Capital has been excellent from my initial inquiry through to present day dealings with Tom. Tom has been the utmost professional whilst keeping the personal touch throughout our communications. In all our dealings Tom has had our best interest at heart at all times, we could not ask for more. In conclusion, I would not hesitate to recommend Forth Capital and Tom to anyone who is looking for the same type of service that we were after when I retired.


Charlie Bradford

15 September 2023

I found the cash flow modelling to be a real eye opener

I met with Thomas to discuss the consolidation of my various pension arrangements. Thomas was very transparent throughout the process and always kept me up to date with any updates. Thomas helped me understand the daunting thought of retirement and I found the cash flow modelling to be a real eye opener, which has now helped form my retirement strategy moving forward. I would have no hesitation referring any of my employees or contacts to Thomas for a financial review.


Jonathan Brown FloD FIChemE CEng Bsc (Hons)

15 July 2023

Significant personal decisions on pension transfers and investments

I first met Thomas following a telephone enquiry, which was the start of a process leading to some significant personal decisions on pension transfers and investments. Throughout the process, Thomas led the relationship, developing an understanding of my financial circumstances and attitude to risk before providing me with a formal recommendation. I found the whole experience to be professional, personal and I have been very comfortable throughout with the pace, independence and quality of the service, Thomas has provided.


Mrs D Owen

15 June 2023

Great service

First met with Thomas back in September as I was looking for local advice. I contacted several investment firms and found Thomas to be the most approachable to discuss my investments with. Thomas was very proactive, and I never waited longer than a day for a response to any queries I had at the time. I went through the whole advice process and have referred my children to Thomas because of the great service he provided.


Mrs J L Thomas

21 April 2023

Relocation back to the UK

First enquired about financial advice following my relocation back to the UK. Thomas was able to consolidate any offshore arrangements and bring them back into a suitable UK investment structure. Thomas and his associate, Jamie Black were very helpful and consistent throughout the whole process. Highly recommend.


Tom Williams Retouched

Thomas Williams DipPFS

International Financial Planner

With a decade of experience in the financial services sector, Thomas has worked with UK clients in a Chartered Independent Financial Advisory Firm and advised UK expats across North, Central and South America. Thomas joined Forth Capital in 2022 and is currently working towards securing CII Chartered Status.

Practice Areas
Financial Planning
Wealth Management
International Investments
Qualifications
Level 4 Diploma in Professional Financial Services
Level 3 Certificate in Mortgage Advice & Equity Release
Office
Edinburgh

Mr Richard Dooley

25 September 2023

Tom has had our best interest at heart at all times

My experience with Tom Williams and Forth Capital has been excellent from my initial inquiry through to present day dealings with Tom. Tom has been the utmost professional whilst keeping the personal touch throughout our communications. In all our dealings Tom has had our best interest at heart at all times, we could not ask for more. In conclusion, I would not hesitate to recommend Forth Capital and Tom to anyone who is looking for the same type of service that we were after when I retired.


Charlie Bradford

15 September 2023

I found the cash flow modelling to be a real eye opener

I met with Thomas to discuss the consolidation of my various pension arrangements. Thomas was very transparent throughout the process and always kept me up to date with any updates. Thomas helped me understand the daunting thought of retirement and I found the cash flow modelling to be a real eye opener, which has now helped form my retirement strategy moving forward. I would have no hesitation referring any of my employees or contacts to Thomas for a financial review.


Jonathan Brown FloD FIChemE CEng Bsc (Hons)

15 July 2023

Significant personal decisions on pension transfers and investments

I first met Thomas following a telephone enquiry, which was the start of a process leading to some significant personal decisions on pension transfers and investments. Throughout the process, Thomas led the relationship, developing an understanding of my financial circumstances and attitude to risk before providing me with a formal recommendation. I found the whole experience to be professional, personal and I have been very comfortable throughout with the pace, independence and quality of the service, Thomas has provided.


Mrs D Owen

15 June 2023

Great service

First met with Thomas back in September as I was looking for local advice. I contacted several investment firms and found Thomas to be the most approachable to discuss my investments with. Thomas was very proactive, and I never waited longer than a day for a response to any queries I had at the time. I went through the whole advice process and have referred my children to Thomas because of the great service he provided.


Mrs J L Thomas

21 April 2023

Relocation back to the UK

First enquired about financial advice following my relocation back to the UK. Thomas was able to consolidate any offshore arrangements and bring them back into a suitable UK investment structure. Thomas and his associate, Jamie Black were very helpful and consistent throughout the whole process. Highly recommend.


0
Years
0+
Clients
0
Countries
Worldwide
0
International
Licences

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