Tom Wilcox-Jones: Director and Financial Planner
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Hi, I'm Tom, the founder and financial planner behind White Oak Financial Planning. With over 15 years of experience as an IFA, I established White Oak in 2017 with a commitment to honesty, clarity, and personalised service.
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Outside of work, I enjoy spending time with my young family who certainly keep me busy. I also enjoy coaching my local junior football team, participating in sports, and exploring the outdoors.
Let's connect and discuss your financial aspirations. Together, we can create a plan that helps you achieve your goals and secure your financial future.
Claire Suter: Administrator
Claire has more than 15 years’ experience working in financial services. She assists in all areas of administration for our clients, including booking meetings and obtaining up-to-date information on their financial plans.
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Claire has two boys, aged 13 and 15 – both football mad! Out of work she loves spending time with them and their equally mad German Shepherd, plus their 19-year-old cat (who is decidedly less energetic). She’s also involved in the grassroots football club that her boys play for, helping to organise fundraising events and the annual gala.
