Independent investment, pension, mortgage and insurance advisers
Managing Director & Senior Investment Adviser
Tom joined SFS in 2004 and provides advice and ongoing services to High Net Worth individuals in all stages of their financial journey, particularly retirement planning and Inheritance Tax. Tom also holds the CF8 ‘Long Term Care’ qualification, required when advising clients, or their families on long term care issues. Tom is assisted by Tracey Noble, a long time colleague of over 15 years.
In 2024, Tom became Managing Director and now manages SFS. Assisted by our highly experienced and client service focused team, SFS strives to provide the best outcome for each of our valued clients.
Tom is a ‘media’ IFA and a regular contributor to BBC radio and national press.
Company Secretary & Office Manager
Having joined the firm in 2021, Liz is a valued member of our Senior Leadership Team and is dedicated to ensuring SFS delivers the very best for our clients, both now and for our future.
Liz combines her strong leadership skills and employee engagement when delivering exceptional client satisfaction and Salisbury’s business objectives. Combined with her multilingual languages including French and Japanese; Liz is passionate, driven and thrives in our dynamic environment where she ensures the smooth running of our Gerrards Cross Office.
Chartered Financial Planner
Ian joined SFS in 2024, specialising in all aspects of investment, retirement and tax planning. As a Chartered Financial Planner, Ian is able to deliver the highest standard of advice to our clients.
Ian has worked with many executives and business owners, helping them make a smooth transition into financial freedom. His many years of experience have been a comfort to those leaving a successful career or business behind them. He is able to build strong relationships that foster clarity and confidence about life after work. Ian has worked with many families to achieve the right balance between an ideal retirement and a stable financial foundation for the younger generations to build on.
Having dealt with many business owners and their accountants over the years, Ian has become an expert in ensuring the maximum value is extracted from the business, whether the sale is something planned, or an unplanned exit through illness or death.
Ian is assisted by Mathew Booth.
Associate Adviser
Harriet is an associate mortgage adviser for us via Mushroom Ltd. As a leading specialist in Mortgages, Equity release, Lifetime mortgages and Long term care she provides advice directly to our clients.
Harriet’s career started at Abbey National but now via Mushroom Ltd. provides financial advice to corporate and private clients. Harriet has also served as Chair and Area Liaison Officer for The Personal Finance Society our professional body in the Surrey & Kent Region.
Harriet’s qualifications include HNC in Business & Finance, Cefa, Ce-Map, J01 – (Personal Tax) ER1 & QFC – (Equity Release), CF8 – (Long Term Care Insurance) and J08 – (Financial Planning).
Please call our main office in Gerrards Cross (01753 889090) with your requirements and we will ask Harriet to contact you.
Administrator
For details of our Surrey and SW London office, click here
