Thomas Morgan

Head of Client Services

Tom graduated from the University of Exeter with a BA Hons in Business and Management. After graduation he worked for James Hay Pension Trustees in Salisbury, primarily dealing with the administration of SIPPs.

Tom began his career at Chartered Developments initially as a caller. He quickly demonstrated his management skills in communicating effectively with clients and co-ordinating complex campaigns in the accountancy and legal markets and within pensions and financial services.

Tom is Microsoft certified in Excel and as such can work effectively with complex data and project statistics to give clients valuable feedback, insight and guidance on campaign results.

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