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Tom works as an Investment Manager, managing bespoke mandates for private clients. Tom has been in the financial services industry since 2017; prior to joining the company in 2019, Tom worked as an account manager at an FX Risk Manager, for which he made the move to London from the Isle of Wight. He joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth and works with a variety of clients across a range of investment strategies, primarily on a discretionary basis. Tom is a member of the CISI, having passed the Certificate in Private Client Investment Advice and Management (PCIAM).