Tom Morris

Director & Chartered Financial Planner

Tom’s career in financial services began after he graduated in 2008. Following a brief spell living and working back home in Gloucester, he decided to make the move to London to see what the big smoke had to offer.

After several enjoyable years and off the back of being newly married, Tom and his Bristolian wife Lindsay decided that it was time to be closer to friends and family and set some roots here in Bristol.

Qualifications

After his first meeting with Chris and the Ovation team, Tom knew that this was where he needed to be!

A self-confessed pensions geek, Tom has specific expertise in helping individuals and business owners to plan for their retirement. He loves being able to help others plan for a life that they might not have thought was possible, and then seeing it all unfold.

Outside work

Tom is a married father who loves spending time with his family.

Before family life took over, he was a keen rugby player. Born in Gloucester, he’s naturally a Gloucester fan (if you’re a Bristol or Bath fan, please don’t hold this against me!). He also loves cricket and attempting to play golf (but not always to a particularly good standard). In truth, he enjoys most sports, and there is rarely one that he won’t have some form of interest in.

Tom in the spotlight

When did you join Ovation?

August 2015.

Where can we find you on an ideal weekend?

Watching the rugby with a beer in hand.

What makes you laugh?

Peter Kay.

What makes you cry?

Any remotely sad film.

Who would you most like to have round for dinner?

Keith Wood (Irish rugby player and boyhood hero).

What’s your favourite song to sing along to in the car?

Anything from Oasis’ album, Definitely Maybe.

What was the first album you ever bought?

Oasis – (What’s the Story) Morning Glory.

What was the best gig/concert you’ve ever been to?

Oasis, Nottingham 2006

What’s your pet peeve?

Early mornings.

If you could turn any activity into an Olympic sport, what would you win gold for?

Grumpiness when waking up.

When the dessert menu arrives, what are you looking for?

Cheese!

What’s the one thing you’d like to do before you die?

Play at Twickenham.

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