our People
Tom Wilson DipPFS
Advisory Manager
Tom is MAC Financial’s Advisory Manager and leads our team of qualified Independent Financial Advisers.
With over 10 years of experience in the financial services industry, Tom specialises in pensions, investments, insurance, and retirement planning. He brings a strong focus on retirement planning and pension schemes, helping our private and corporate clients navigate the complexities of preparing for a financially stable future.
Tom’s approach to financial planning is practical and thorough, ensuring each client’s unique situation is carefully considered. He takes the time to understand his clients’ priorities and concerns, providing advice tailored to their needs. Whether it’s crafting an investment portfolio, selecting the right insurance products, or planning for retirement, Tom is committed to delivering solutions that offer peace of mind and financial security.
He holds a Regulated Diploma in Financial Planning, among other qualifications, and regularly attends industry seminars and workshops to stay current with trends and regulations in the financial sector.
Areas of expertise
- Financial planning
- Wealth generation
- At retirement advice
- Personal insurance
- Keyman insurances
- Pensions and investments
Qualifications
- CII Diploma in Regulated Financial Planning
- CII Certificate in Mortgage Advice
- CII Certificate in Securities Advice and Dealing
- CII Certificate in Discretionary Investment Management