Tom Batchelor

analyst

professionally

Tom is one of our analysts. Having started at CMS in March 2019 in the service proposition team, he is now a  member of the admin team providing direct support to our advisors.

Tom’s role includes conducting market research, report writing and completing technical calculations. He is also a member of the Investment Committee, reviewing our own in-house model portfolios regularly, as well as ensuring our chosen third-party Discretionary Fund Managers provide our clients with the value they need.

Tom assists in reviewing our existing technology providers, ensuring that they are providing our team and our clients with an efficient and effective service.

personally

Tom is a huge Portsmouth FC fan and will often be found watching football. He also enjoys running and going to the gym. On weekends, you will find Tom spending time with his young family and seeing friends.

Tom in the spotlight

My favourite holiday destination is:

Skiathos

My favourite song to play in the car is:

Under the Bridge – Red Hot Chili Peppers

The three qualities that draw me to new people are:

Outgoing, funny, polite