Get to know Tomos
I joined Citywide in January 2023 as a Client Services Assistant, and in May 2024 became a Client Services Executive. As part of my role, I provide support to our advisers ahead of meetings and through the drafting of recommendation reports. I am always at the end of the phone and email, corresponding with clients.
I achieved a first in my BSc Economics & Finance at the University of Southampton. Furthering my studies, I completed a MSc Banking, Regulation & Financial Stability (distinction) from the University of Bristol. After graduating, I worked briefly as a data analyst for a FinTech start-up alongside a stint in the PE department of my old school, before starting at Citywide.
Outside the office I like to keep active, captaining my rugby club’s second team, going for a run, or just walking my dog! I have also joined the masses that have recently taken up padel.
Currently studying R03 – Personal Taxation as part of my Paraplanning Apprenticeship
