Tom Walton

Client support

Tom Walton

Career Profile

Tom joined the team at Active Chartered Financial Planners in August 2024 following a 12 month trainee programme as a management accountant at a local haulage firm.

Tom graduated from Newcastle University in 2021, gaining a distinction in the MSc in Accounting, Finance & Strategic Investment.

Key Services

As a member of the client support team, Tom works closely with a number of the firm’s financial planners by providing valuable administration support. He also supports the paraplanners in the creation of client reports, using a variety of software.

Hobbies and Interests

Tom is a keen runner, currently training for a marathon.

Qualifications

– MSc Accounting, Finance & Strategic Investment – Distinction (2021)

Get in Touch

If you would like to find out more about how we can help you, please give us a call or drop us an email.

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Active Spirit

“Having been a client of Active for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I have no problem recommending him to other people.

Welcoming two new appointments due to our continued success

7th October 2024

We are thrilled to welcome two key new appointments due to our continued success. Leanne Rogers, from Middlesbrough joins the team with three years’ financial planning experience, applying the attention…

Client survey results: confidence takes a hit, but retirement remains top concern

12th September 2024

Our regular client survey is a really useful tool to give us a clearer picture of how people are feeling about their financial future, and the challenges and priorities they’re…

Parkrun to hardmoors: Ian’s running journey

10th September 2024

“I have never been 'a runner', or a gym go-er and have never really done any form of regular exercise since leaving school in 2000” says Active client Ian, from…