Home › Financial Planners › Tom Glanville
Based at
Shipman Wealth Management
Position
Chartered Financial Planner
Serving clients in
Devon, Cornwall, Somerset
Tom Glanville
Chartered Financial Planner
Tom has many years experience, initially in banking and subsequently as an Independent Financial Planner advising personal, corporate and trustee clients on all aspects of financial planning. His particular specialisms are Family Wealth Management, Complex Tax & Estate Planning, liaising with other professionals to maximise client outcomes and Retirement Planning (Corporate and Personal).
Tom is a Fellow of the Personal Finance Society and Chartered Institute for Securities and Investment, a full member of the Society of Trust and Estate Practitioners (STEP) a Chartered and Certified Financial Planner.
Tom is a Fellow of the Personal Finance Society and Chartered Institute for Securities and Investment, a full member of the Society of Trust and Estate Practitioners (STEP) a Chartered and Certified Financial Planner.
Expertise in
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