Tom is dedicated to helping clients achieve their financial goals through personalised and comprehensive financial planning.
Tom’s approach is client-centric, focusing on understanding each client’s unique needs and crafting tailored solutions. He believes in building long-term relationships based on trust, transparency, and integrity.
Tom also provides technical backup to the team and sits on the Investment Committee.
Tom says,
“As a person who has an eye for detail and an enjoyment of all things technical, I enjoy working alongside the team to ensure that our clients benefit from the considerable amount of research we do on their behalf.”
Tom Doran
Tom graduated from Aberystwyth University with a BSc (Hons) and joined Bourlet Consulting in 2014. He holds an Advanced Diploma in Financial Planning and is a Chartered Financial Planner.