Tom West Mlibf Dipfa

Tom West MLIBF DipFA has a robust background in financial advisory, currently serving as Associate Member at STEP since January 2023 and Partner in Tax Advisory at Trusteo since April 2023. With extensive experience as a Senior Associate at Holborn Assets LLC since April 2019 and as Co-Founder of JWJ Wealth since January 2021, Tom West also held roles as a Financial Advisor from November 2007 to April 2019 across various companies. Tom West's educational credentials include a Diploma for Financial Advisers from LIBF, qualifications in International Business and Tax Law from STEP Canada, Level 4 IMC from the CFA Institute, and an International Certificate in Wealth Management from The CISI.