Tom Lonergan

Tom Lonergan is an Independent Financial Adviser at Westminster Wealth Management since September 2022, with extensive experience in investment property ownership through T&R Property Ltd, where an extensive Buy-To-Let portfolio has been built and over 20 development projects managed. Lonergan has developed investor relationships, implemented a 'Build – Rent – Refinance' model, and established asset management systems for a portfolio exceeding 60 units. Previous roles include Trainee Independent Financial Adviser at BROOM CONSULTANTS LIMITED, Client Services Manager at Transact, and Paraplanner and Sales Assistant at Fairstone Group Ltd. Education includes a CII Diploma in Regulated Financial Planning, an Investment Operations Certificate from The CISI, and a Bachelor of Science in Geography from the University of Leicester.