Tom Cleavin

Bournebridge Financial Services Limited
6 Bevis Marks,
London EC3A 7BA.

My proudest moment as a financial adviser was:

Ensuring a client was able (above their own expectations) to meet their goal of retiring early. It’s satisfying to see a financial plan achieve its goals for a client

The things I love most about my job are:

Making the concepts of financial planning as easy to understand for a client as possible, ensuring they can see a logical, achievable path to their financial goals.

The types of people I most enjoy working with are:

Those who believe in the planning we do. If a client is focused on their desired outcome, the work we do is really fulfilling.

At work

Having worked in Financial Services for over 15 years I have specialised in the operational side of the industry whilst also providing advice to select clients. My role at Bournebridge Financial Services ensures everything runs smoothly in the background and helps ensure all clients receive the best experience possible from the processes and technology the firm adopts.

At home

Family takes priority at home meaning building Lego and playing with toy cars have superseded my own hobbies. Perhaps not such bad news being a long suffering Leeds United supporter?

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