S&W appoints partner to lead new financial services deal advisory team

Tom was most recently a Managing Director at Investec Bank plc, where he established their financial services and fintech M&A team. He has over 20 years’ experience in financial services, with extensive M&A and capital markets advisory experience, including public and private M&A, strategic advisory, restructurings, equity raising (IPOs and rights issues), and hybrid capital issuance. 

Tom works with public and private companies and private equity funds across financial services and adjacent sectors, with a focus on growth and tech-enabled companies.  

Tom has also been a partner at a Big 4 accounting firm, helping to develop their financial services advisory business. Additionally, Tom has worked in the financial services M&A teams at Barclays Bank plc and Rothschild & Co.  

Based in S&W’s London office, Tom will develop the financial services advisory proposition over the coming months, bringing his extensive financial services experience to existing and new clients.

Tom commented: “I’m delighted to join S&W to establish and lead the financial services deal advisory business. Following the recent investment from Apax Partners, this is an exciting time to join one of the UK’s fastest growing professional services firms and I look forward to working with my new S&W colleagues to deliver a holistic advisory proposition to our clients.” 

Stuart Goodman, Head of Corporate Finance at S&W, added: “Tom brings a wealth of financial services experience and delivering fantastic outcomes for clients. Financial services is a key sector for S&W and with the recent investment from Apax Partners, an area of continued focus for further investment. We are very pleased to have Tom onboard to support and drive our continued growth plans.” 

ENDS

About S&W  

S&W is one of the fastest-growing UK accountancy firms and builds on the heritage of Smith & Williamson which was founded in 1881. It was launched as a new business on March 31, 2025, following the sale of Evelyn Partners’ Professional Services business to Apax Partners.   

As a leader in the accountancy mid-market, the firm offers clients a broad range of services spanning business and private client tax advice, assurance and business services and a suite of advisory and digital services that include recovery and restructuring, transaction services and forensic advice.

S&W has c1,800 employees and more than 120 partners operating from 15 towns and cities in the UK and Republic of Ireland.