Tom Leopold DipPFS
Login to view DISC.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.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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