Thomas Smallridge provides investment advice tailored to the needs of individuals who want financial security and growth because, as he says, it doesn’t always have to be an either-or approach.
Tom discovered a passion for the listed markets, which motivated him to move to Craigs Investment Partners. There, he spent six years working his way up to an adviser role managing a book of $40m. A subsequent role at Finlife followed, which is where he met Gregor Mansfield (Finlife’s CEO).
Now, a decade later, Tom—known for his ability to think rationally and strategically when under pressure—has developed expertise in portfolio construction and management.
An active listener, Tom is more than just an adviser. He delves into his clients’ underlying needs, desires, and concerns. His approach is rooted in a deep understanding of the markets, which allows him to provide insightful advice that aligns with his client’s best interests. His passion for client success and satisfaction gets him out of bed in the morning.
Outside of work, Tom enjoys great food and great company, following the NFL and NBA, and, of course, most of all, spending time with his partner, their three-year-old daughter and the family’s English Bulldog, Omar.
Known for his calm demeanor and commitment to always being available and reliable, Tom prioritises ensuring his clients feel safe and well-cared for.
