Tom Leopold DipPFS

Questioner
DISC Type : c

Partner at Porta Partners

Greater London, England, United Kingdom

Overview

Tom Leopold is a Partner and financial planner at Porta Partners, where he advises professionals and business owners on building the life they want. He holds a Diploma in Regulated Financial Planning (DipPFS) and studied Economics and Management at the University of Leeds, leveraging over 15 years of experience in the field.

Outside of work, Tom lives in Surrey with his wife, daughter, and their dog. He enjoys spending quality time with his family, staying active through sports, and is a keen golf and padel player. He also has a passion for cooking new things with his family.

To be transparent with clients, he recorded and publicly shared a video explaining his decision to leave his previous firm, St. Jamess Place.

Personality Overview

Value Seeker

Cautious & Analytical

Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Life-Focused Finance
His professional philosophy is to use money as a tool to achieve life goals, focusing on creating freedom, security, and peace of mind for his clients.
Advising Business Owners
A core part of his practice involves providing specialized financial planning for business owners and senior executives, helping them navigate their complex financial lives.
Client Transparency
He recorded a video to publicly explain his career move from St. James's Place to Porta, demonstrating a commitment to open communication with his clients.

Media Appearances

Tom has no verified media appearances

Work History

8-2025
Partner at Porta Partners
4-2017 - 8-2025
Director at High Place Wealth Management, Partner Practice of St. James's Place Wealth Management
1-2014 - 4-2017
Managing Partner at Porta Wealth Management LLP, Partner Practice of St. James's Place Wealth Management
9-2006 - 10-2013
Financial Adviser at The Welbeck Group

Education

9-2002 - 6-2005
Economics and Management with Honours from University of Leeds
1994 - 2001
Education details unavailable from RGS Guildford

More Information

Social Presence :

Prographics :

Exp : 19 Location : Greater London, England, United Kingdom Job Level : N/A Designation : Partner at Porta Partners
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Insights For Selling To Tom

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tom is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Tom

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Tom move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Tom take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Tom

Personality Compatibility


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