Thomas GoldieSENIOR WEALTH MANAGER
Areas of Expertise
- UK Pension Transfers
- Investment Advice & Portfolio Management
- UK Tax Planning
- Holistic Financial Planning
- LIBF Level 4 Diploma for Financial Advisers (DipFA®)
- 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.
Derik Antony Investment Analyst
Derik completed his BSc degree in Economics & Finance from the University of Sussex and decided to specialize further by obtaining an MSc in Wealth Management from Queen Mary University London. He then started off his working career with a trading firm in London and later decided to move to Dubai to pursue other opportunities. Derik has been in the region for over 4 years and is currently working on obtaining his Level 7 Chartered Wealth Manager Qualification to further develop his skillset.
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.
Thomas In The News