Thomas Cowell
Financial Adviser
FCA reference number: TSC01036
An award-winning Chartered Financial Planner who joined Hargreaves Lansdown in 2010, shortly after moving back to Bristol from London. My expertise includes retirement planning, investment planning, long-term care planning, and estate planning. Additionally, I’m an accredited member of the professional body SOLLA (Society of Later Life Advisers).
An award-winning Chartered Financial Planner who joined Hargreaves Lansdown in 2010, shortly after moving back to Bristol from London. My expertise includes retirement planning, investment planning, long-term care planning, and estate planning. Additionally, I’m an accredited member of the professional body SOLLA (Society of Later Life Advisers).
Expertise
Financial planning Pensions and retirement planning Investment management Long-term care planning Estate planning and inheritance tax planning Trusts Protection
Qualifications
- Advanced Diploma in Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Long-Term Care Planning
- Member of SOLLA (Society of Later Life Advisers)
Region and method of advice
Based in Bristol, I offer in-person meetings with clients at our HL office in the centre of Bristol, BS1 5HL. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment.
Based in South West
In-person meetings
Phone and Video call
Region & method of advice
Based in Bristol, I offer in person meetings with clients at our HL office in the centre of Bristol, BS15HL. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment.
Approach and experience
The financial world can be complex with lots of industry jargon. I believe in taking time to help clients navigate their way through this and aim to simplify complex matters to ensure that a coherent strategy is in place. This is particularly important at critical life junctures. This ensures that you and your loved ones are best positioned for the years ahead and you have peace of mind.
You inspired confidence during our discussions, 'held our hand' when necessary and were very patient. You took some time to ensure you properly understood our situation which was very reassuring.
Mr Adams, Hampshire
The service I have received in your help planning my SIPP was impeccable. Your approachability and engaging personal style has enabled you to interact with me and build my confidence in Hargreaves Lansdown.
Mr Patel, London
Very approachable and easy to talk to. You talked to me in a way I could understand without talking down to me. I found the report you provided very comprehensive and it showed that you had understood my needs and my position.
Mr Johnson, Bristol
Personal interests
I love living an active life and enjoy being outdoors in my spare time. Whether it’s in the sea, on a mountain, on a sports field or court, or walking the dog with my wife, I enjoy keeping fit and active.