Practice Areas
Financial Planning
Wealth Management
International Investments
Tom 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
Office
What our clients say
Mr Richard Dooley
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, Operations Director at 3D Metrology Solutions Ltd
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)
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
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
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 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
Office
Mr Richard Dooley
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, Operations Director at 3D Metrology Solutions Ltd
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)
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
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
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.
Worldwide
Licences