Thomas GoldieSENIOR WEALTH MANAGER
Areas of Expertise
- UK Pension Transfers
- Investment Advice & Portfolio Management
- UK Tax Planning
- Holistic Financial Planning
- Chartered Institute for Securities & Investments – Level 1 & Level 2
- RG146 & FASEA Qualifications (Australia Qualified Adviser)
Thomas has over 9 years of experience within the financial services industry and is one of the Senior financial advisers at Hoxton Capital Management.
Thomas has qualifications across multiple jurisdictions and advises a large client base across the Middle East, Australasia, Asia, and Europe. Thomas is a holistic financial planner with a specialisation in cross border pension advice and tax-efficient investment structures.
In his spare time, Thomas enjoys spending time with his wife and daughter and playing and watching sports.
Megan Butler Executive Assistant/ Paraplanner
Megan has a background in financial services and banking, as well as client relationship management. She works with the team to support the delivery of strong customer service.
Juan Laz Business Analyst
Juan works with the team as a financial analyst, specialising in creating bespoke client portfolios. He optimises risk adjusted returns, incorporates cost-benefit analysis, and maintains investment transparency.
Kim Agonos Administrator
Kim has been administrating for financial services companies for the last 7 years. Her attention to detail ensures the back of house operations run smoothly and efficiently.