Tom Batchelor
Independent Financial Advisor
professionally
Tom is an Independent Financial Advisor at CMS, working directly with clients to develop clear, practical financial plans tailored to their individual goals.
He joined CMS in 2019 and built a strong technical foundation through roles in both the service proposition and paraplanning teams. This experience supports his current work, helping clients across a range of areas including retirement planning, investment planning, and income planning. Tom is committed to helping clients make informed decisions with confidence and long-term clarity.
He also supports CMS’s use of AI and automation to improve operational efficiency and client service. This includes identifying tools that streamline research, reporting, and analysis – freeing up more time to focus on client needs and delivering better planning outcomes.
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
