Tom Lloyd-Read

About

Experienced professional, with a passion for financial planning and helping to create great client outcomes.

Experience

• Lead Wealth Planner at Corient
  Jun 2026 - Present · 2 mos

• Stonehage Fleming (5 yrs)
  • Lead Wealth Planner
    Sep 2021 - Present · 4 yrs 11 mos

  • Associate Director
    Aug 2021 - Present · 5 yrs

  • Technical Planning Manager
    Sep 2021 - Jun 2025 · 3 yrs 10 mos

• Senior Paraplanner at Integrity365
  Oct 2020 - Sep 2021 · 1 yr

• Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man) ()
  • Head of Paraplanning
    Oct 2016 - Oct 2020 · 4 yrs 1 mo

  • Senior Paraplanner
    May 2014 - Oct 2016 · 2 yrs 6 mos

• Paraplanner at Waterson Jones
  Mar 2013 - May 2014 · 1 yr 3 mos