Thomas Caldwell

Helping business owners and high earners turn hard-earned money into a clear plan.

Hi, I’m Tom, a financial planning consultant at Quilter, based in Stourbridge and working UK-wide. I’m passionate about financial education. I want people to understand their money, not just save for the sake of saving.

I help with retirement, investments, tax-efficient planning, estate planning, business owner planning and protection.

Who I’d like to meet

• SME owners and directors (5 to 50+ employees), especially professional services, tech and legal
• High earners (£100k+): solicitors, barristers, partners, CTOs
• People with old pensions, nearing retirement, or who’ve had a windfall

How you can help me

• Introduce me to business owners or senior professionals thinking about pensions, tax or retirement
• Connect me with accountants, solicitors and mortgage brokers
• Tell me if you hear “I’m thinking of selling my business” or “I’ve no idea what my pension is worth”

Always happy to return the favour.

#TOPClubs #TOPNetworking

Financial Planning Consultant spevialising in pensions, retirement planning and inheitance tax