Tom Austin, DipFA, PETR

Private Wealth Advisor

Tom is a private client adviser with more than 13 years of experience in the international wealth management space, advising private clients and high-net-worth expatriates.

His focus and specialties are pension transfers, trusts and inheritance tax planning and lump-sum investments.

Areas of Expertise

• Pension Analysis, Advice, and Management

• Lifetime Allowance Planning

• Inheritance Tax Planning

• Succession Planning

• Wealth Management

• International Savings & Investment Options

• Private Client Wealth and Estate Planning

Qualifications & Awards

Diploma for financial advisers DipFA Level 4

Level 6 pension transfers PETR

International certificate in wealth & investment management CISI

UAE financial rules & regulations CISI

Maltese Financial Regulations IFS Malta

Associate member (ACSI) CISI

Regions Covered

Middle East

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Recognition

Tom is adaptable, clear and efficient. He has been very supportive and understood my needs and challenges associated with a multi-country expat setup. He has always provided the right level of flexibility. Thanks Tom for the support.

Stephane Moynet

03/04/2023

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Tom was recommended by a friend when I was looking for financial advice. He spent time understanding our specific situation and needs and returned promptly with a well-prepared and well-considered range of suggestions. Since then he has continued to follow up diligently, always... Read Full Quote

Victoria Long

04/03/2023

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I was recommended to speak to Tom, by a trusted friend, on the topic of transferring out of the BP pension. Tom was extremely responsive with communication and flexible with timings for our teams meeting. I had an hour conversation with him on the pros and cons of transferring out of... Read Full Quote

John Baker

03/04/2023

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After unsuccessfully scouring the market for a wealth management professional I can trust, I was introduced to Tom a while back. That proved to be my lucky day. Possesses in abundance all of the attributes I was seeking-technical excellence, took the time to clearly understand my... Read Full Quote

Jeremy Kerslake

09/11/2022

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Tom has been of great help in working through my pension arrangements in the UK and advising me on my options. He is transparent, diligent, pro-active and has worked very hard to understand my needs and preferences.

Pete Chambers

02/05/2022

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