Tom Hartley
Investment Consultant
Tom advises customers on direct market investments, ETF portfolios, and stocks and shares ISAs. His background in equity research gives him a distinctive edge in helping clients understand what they own and why.
Tom spent five years as an equity analyst at an investment bank before moving into client-facing advisory work. He joined Mosey Bank three years ago to build out the investment services offering for retail customers.
He believes strongly that investment decisions should be transparent and evidence-based. His sessions always start with a review of what a customer already holds - and why - before making any new recommendations.
Tom holds the Investment Management Certificate and is studying for the Chartered Institute for Securities and Investment diploma. He runs a weekly drop-in session at Mosey's City branch for customers with investment questions.
Get in touch
tom.hartley@moseybank.com