Tom Sadler

Financial Planner
Nottingham
Tom

Tom is a Financial Planner, delivering wealth management solutions to our clients.  

He has achieved the Certified Financial Planner, Chartered Financial Planner and Chartered Wealth Manager Status. 

Outside of work he enjoys spending time with his family, doing DIY projects, gardening and playing golf.

Qualifications: 

  • Chartered Wealth Manager 
  • Certified Financial Planner 
  • Chartered Financial Planner 

Memberships: 

  • Chartered Institute of Securities and Investment (CISI) 
  • The Personal Finance Society (PFS) 
  • The Chartered Insurance Institute (CII) 

Latest insights

Tax and estate planning
Inheritance Tax & Estate Planning Guide
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27th August 2026
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Progeny Group appoints David Miller as Group Chief Financial Officer
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Investing
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