Tom Birkinshaw — Independent Financial Advisor 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
- Inheritance Planning
Qualifications
CII Diploma in Regulated Financial Planning
Regulation
Tom Birkinshaw is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Tom Birkinshaw a regulated financial advisor?
Yes. Tom Birkinshaw is FCA-verified and authorised under Mattioli Woods, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Tom Birkinshaw offer?
Tom Birkinshaw offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages, Insurance.
Where is Tom Birkinshaw based?
Tom Birkinshaw is an independent financial advisor based in West Midlands, East Midlands, serving the E, EC, N, NW, SE, SW, W, WC postal areas.
Does Tom Birkinshaw offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Tom Birkinshaw directly through their Trusted Advisor profile.
What qualifications does Tom Birkinshaw hold?
CII Diploma in Regulated Financial Planning
How do I book a meeting with Tom Birkinshaw?
You can book a free initial consultation with Tom Birkinshaw directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.