Tom Prior
I am your Trusted Financial Adviser, here to simplify finance and investments for you.
Prior Financial Management is based in Shenfield, Essex. I offer dedicated financial planning services to help you achieve financial security and peace of mind. From retirement planning, inheritance tax and estate planning, to tax optimisation and investment planning. I can tailor strategies for your personal circumstances, such as income protection and life assurance, to ensure your assets are protected and help your wealth grow efficiently. I can help you plan, protect, and achieve your financial goals, for every stage of your life.
My goal is simple: to make finance easy to understand. I know that financial planning can feel overwhelming, but I’m here to break down the complexities and provide clear, practical advice tailored to your unique needs. From our very first conversation, I focus on building trust—so you can feel confident in having a dedicated Partner by your side for all things finance.
About
Before founding Prior Financial Management, I have been working in in the banking sector in London since 2007 as a Senior FX Salesman. My deep understanding of financial markets, combined with a genuine interest in people, fuels my passion for helping clients navigate their financial journey with confidence and ease.
Whether you're planning a mortgage, exploring investment opportunities, preparing for retirement, or ensuring your family’s future with life assurance, I take the time to understand your situation fully. My approach is personal, proactive, and always tailored to your specific goals.
Based in Shenfield, Essex, I proudly serve clients across Brentwood, Upminster, Hornchurch, Gidea Park, Billericay, Chelmsford, Epping, and Theydon Bois. However, with today’s technology, distance is no longer a barrier—I’m happy to assist clients across the UK, whether in person or virtually.
How I Can Help You
As your Financial Adviser, I offer expert guidance on:
- Setting clear financial goals
- Growing your investments
- Planning for a secure and comfortable retirement
- Minimising tax liabilities
- Protecting you and your loved ones with life assurance
By taking a holistic approach, I help you make informed financial decisions and achieve long-term financial security.
A Little More About Me
When I’m not advising clients on investment strategies, you’ll likely find me on the golf course, watching football, or focusing on personal development. My greatest achievements are my two wonderful children, and I’m proud to have completed the 100K Trailwalker challenge across the South Downs—twice!
If you're looking for a Financial Adviser who genuinely cares about your financial future, I’d love to help. Let’s start a conversation today.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested
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We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 14/05/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
