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Tom Brooks

Tom Brooks

Associate Consultant
Birmingham
My office information
0121 812 0000

I started my career in Financial Services in 2009, and worked for various small companies, starting as a client services administrator. I have since progressed into paraplanning and have spent several years working closely with advisers and clients. I joined Crowe Financial Planning in 2023, working closely with John Spencer and am now an Associate Consultant.

Learn more about me

My insights

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Emergency funds
An emergency fund provides financial security and peace of mind, handling unexpected costs without relying on debt or disrupting long term plans.
onshore bonds
Onshore bonds
We explore the opportunities that onshore bonds provide and why they are a serious contender for an investor’s financial plan.
Woman smiling with buildings behind
Emergency funds
An emergency fund provides financial security and peace of mind, handling unexpected costs without relying on debt or disrupting long term plans.
onshore bonds
Onshore bonds
We explore the opportunities that onshore bonds provide and why they are a serious contender for an investor’s financial plan.

About me

What’s the best thing about Crowe Financial Planning?

The work is varied, and I find it challenges me, due to the nature of our clients and the work involved.

I feel supported and pushed to continue my development.

Tell me about your role?

I attend client meetings and help come up with solutions and strategies to help meet our clients’ goals.

This will involve research, analysis and producing detailed but concise recommendation reports.

What is important to me when delivering client service? 
Achieving the right outcome for clients and helping them achieve their overall goals.
What do you enjoy most about your role?

I enjoy that every day is different, and no two reports are the same. I enjoy meeting our clients and really getting a feel for how it is we can help them.

I feel like I am constantly learning, and I enjoy this a lot.

What matters to you most in three words?
Honesty, Family, Fun.