Tom Morgan

Tom began his career in Financial Services in 2018 while completing a degree in Accounting with Finance. After seven years with a Partner Practice of St. James’s Place, gaining experience in both Paraplanning and Financial Planning, he joined Holden & Partners in late 2025.

Outside of work:

In his spare time, Tom enjoys playing badminton and golf, and going to the cinema.

Qualifications:

Tom achieved his Diploma in Financial Planning in 2025 and is currently studying towards Chartered status.