Tom Sheldon
Financial Planner
I joined Cullen Wealth in 2010 and have worked in the financial services sector since 2006.
I work with clients across a broad spectrum – individuals, families, small businesses, and business owners.
Often, I meet people that have worked hard to save, but don’t really know how best to use their money. I work with clients to set meaningful financial targets and implement a strategy to help get them there.
I specialise in offering expert advice in a wide range of areas including investments, retirement planning, estate planning, personal and business protection. The greatest enjoyment for me is helping my clients to see how much better off they can be if their assets are well managed.
Outside of work is mainly time spent with my wife and our friends & family, occasional snow-boarding trips and following Manchester United when I get the chance.
What our clients are saying
”Tom has assisted in assessing the status and financial performance of my portfolio of personal and employer pension plans accumulated throughout my career. The advice received from Cullen Wealth through Tom has been well presented and explained in a relaxed, but professional manner. The information is delivered with a sense of assurance, which inspires confidence to make the necessary investment decisions.
Ian Wilkinson, Building Services Consulting Limited
