A Quick Overview
At our core, we are an Independent Financial Adviser (IFA) firm, but we prefer to be known as Financial Planners.
About Us
Based in Bristol, we primarily serve clients in the South West, though our client base extends across the entire country.
Our philosophy centres on providing clear, straightforward advice that is cost-effective and tax-efficient. We are committed to being responsive and fully transparent in all our interactions.
About Tom
Tom de Burgh Williams is the founder of Purple Fox Financial Planning, established in early 2024. With nearly 25 years of experience in the finance industry, Tom brings a wealth of knowledge and expertise to his role as a Financial Planner.
Tom began his career in a technical paraplanning role, which provided him with a solid foundation in financial analysis and planning. In 2005, he transitioned to a Financial Planner position, and by 2008, he had earned Chartered status, one of the highest recognitions in the financial planning profession. His commitment to continuous professional development and excellence in the field is further demonstrated by his status as a Fellow of the Personal Finance Society.
Throughout his career, Tom has worked with some of the leading wealth management firms in the UK. However, he found that these environments often prioritised acquiring new clients and maintaining profit margins over delivering a truly client-focused experience. The actual planning work was frequently handled by colleagues who were removed from the client’s situation, which conflicted with Tom’s vision of personalised, high-quality service. Motivated by a desire to provide an independent, service-oriented approach, Tom founded Purple Fox Financial Planning. His firm is dedicated to ensuring that each client’s relationship is directly with their Financial Planner, avoiding the delegation of critical planning work to other professionals. This model allows Tom and his team to focus on providing exceptional care, supporting clients throughout the year as they make important financial decisions, not just during annual reviews.
Tom’s primary goal is to build long-lasting relationships based on trust, proactively helping clients meet their financial goals and aspirations. He is committed to offering comprehensive financial planning services that cater to the needs of all family members, ensuring that clients receive personalised and attentive service at every stage of their financial journey.
Outside of work, Tom enjoys spending quality time with his wife Anja, their daughter Amber, and their two beloved dogs, Pebbles and Peaches. He is a keen golfer and longstanding member of Henbury Golf Club. He is also an occasional cyclist and a passionate supporter of local sports, regularly attending local football and rugby games.