Tom O'Rourke
Financial Adviser
FCA reference number: TRO01007
I have been at Hargreaves Lansdown since 2001. I started as a business studies graduate in the corporate division helping companies and employees with their pension and investment decisions. As a Chartered Financial Planner, I now assist our clients with a broad array of financial planning decisions such as retirement and later life.
I have been at Hargreaves Lansdown since 2001. I started as a business studies graduate in the corporate division helping companies and employees with their pension and investment decisions. As a Chartered Financial Planner, I now assist our clients with a broad array of financial planning decisions such as retirement and later life.
Expertise
Financial planning Pensions and retirement planning Investment management Long-term care planning Estate planning and inheritance tax planning Trusts Protection
Qualifications
- Diploma in Regulated Financial Planning
Region and method of advice
I am based in Bristol and predominantly work with clients over the telephone or video call. I can provide in-person meetings at our head office or the local area.
Based in the South West
In-person meetings
Phone and Video call
Region & method of advice
I am based in Bristol and predominantly work with clients over the telephone or video call. I can provide in-person meetings at our head office or the local area.
Approach and experience
I understand the importance of trust and confidence when it comes to using a financial adviser. With that in mind, I always make sure I communicate clearly and cut out the jargon.
It’s also important that we have open and honest conversations about your life goals and how your financial plans will impact them. The outcome is a set of personalised recommendations for what is a particularly personal subject.
Personal interests
Outside of work I have a keen interest in many sports. Having retired from rugby I now keep active through running and 5-a-side football. I have also been coaching youth football and rugby over the past few seasons with our three children all involved in multiple sports. Aside from sport I am also an avid cinephile.