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