Tom Birkinshaw — Financial Adviser in West Midlands, East Midlands
About Tom Birkinshaw
Tom Birkinshaw is a Wealth Management Consultant at Mattioli Woods, where he helps individuals and families build financial confidence through clear, holistic advice. He works closely with clients to develop long-term strategies that bring together retirement planning, investments, tax planning and wider financial goals, believing the best outcomes come from understanding the whole picture rather than focusing on individual products. Tom's career began with an apprenticeship at a FTSE 100 company, where he combined full-time work with five years of accountancy studies. While the experience gave him a strong technical foundation, he realised he wanted a career where he could see the direct impact of his work on people's lives. That desire led him into wealth management, where helping clients achieve meaningful financial outcomes continues to motivate him every day. Tom is known for his approachable, relationship-led style. He believes financial advice should feel like a conversation, not a lecture, and works hard to build genuine, long-term relationships based on trust and openness. Whether meeting clients in their homes or collaborating with accountants and solicitors, he focuses on making complex financial decisions easier to understand and ensuring every recommendation reflects a client's individual circumstances and aspirations. For Tom, the greatest reward comes from helping clients feel confident about their future, whether that's retiring when they had hoped, making important financial decisions with clarity or achieving goals they once thought were out of reach. Outside of work, Tom enjoys hiking, keeping fit in the gym and spending time on the water.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Tax Planning
- Investment Management
- Inheritance Tax Planning
- Pension Planning
- Holistic Financial Planning
Qualifications
Diploma in Regulated Financial Planning (CII)
Regulation
Tom Birkinshaw is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Tom Birkinshaw an FCA-regulated financial adviser?
Yes. Tom Birkinshaw is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Tom Birkinshaw offer?
Tom Birkinshaw offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Tom Birkinshaw?
Fees vary depending on the service, the complexity of your situation and the assets involved. Tom Birkinshaw will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Tom Birkinshaw is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Tom Birkinshaw?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Tom Birkinshaw directly through the contact form.
Does Tom Birkinshaw work with clients outside West Midlands, East Midlands?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Tom Birkinshaw is based in West Midlands, East Midlands but you can confirm preferred meeting locations and video options when you book your initial call.