Biography
Tom joined JM Finn in 2026, having begun his career in wealth management in 2015 at RBC Brewin Dolphin. With a strong understanding of financial markets and a passion for investing, Tom manages portfolios for both direct clients and intermediaries, working with a broad range of trusts, charities and private individuals across the UK. He places great importance on building long-term relationships, understanding each client’s individual objectives and delivering investment solutions through JM Finn’s personalised wealth management services. Tom is a Chartered Fellow of the Chartered Institute for Securities & Investment, having attained the Chartered Wealth Manager qualification. Being from Cheltenham, Tom has strong ties to the local community. Outside of work, he is a keen follower of horse racing and enjoys playing racket sports.
Tom Barton is based in our Cheltenham office
JM Finn
Darwin House
67 Rodney Road
Cheltenham
GL50 1HX
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