Tom Prior - Adviser at Gravitas Wealth Management

Tom Prior - Adviser at Gravitas Wealth Management I provide a conscientious, coherent and genuine financial advisory service based in Norwich.

My third presentation at Pop Connect, this time at our Norwich Central group, with the help of 2 very special guests✨😉In...
25/02/2026

My third presentation at Pop Connect, this time at our Norwich Central group, with the help of 2 very special guests✨😉

In this presentation I focused on Retirement Planning, specifically the options available to business owners, both limited company directors and self-employed individuals👨‍💼👩‍💼

I hope that everyone who attended the meeting left feeling better equipped to save for the future as a business owner📈

If you have your own business, and you are wondering what your options are, don’t be afraid to pop me a message for an informal chat📱☕️

🚨AI is coming for Wealth Management🚨 That was more or less the headline I woke up to this morning…Am I worried? You bet ...
11/02/2026

🚨AI is coming for Wealth Management🚨

That was more or less the headline I woke up to this morning…

Am I worried? You bet I am!😅

But not too worried… yet.

Yes, there will be people out there that think an AI chatbot or programme will be able to give just as good financial advice as me one day, but to them I will always say (at least) 2 things:

1️⃣ AI will only ever be as good as the information offered by the user. When it comes to our finances, the best advice can only come from robust questionning and ongoing discussions🗣️

2️⃣ People always have and always will “buy” from people. We do business with people we like. And you can’t like an AI chatbot, no matter how infuriatingly polite it is🤣

Finally, I have had a lot of discussions with clients and colleagues recently about wanting to “go back” or “rewind”⏮️

Technological advancement is supposed to be making our lives easier, giving us more time to focus on the things we enjoy doing. What is the result? Sentiment is at an all-time low. I would encourage anybody to consider this when they are about to divulge their financial situation to an AI programme🤔

How are your New Year’s resolutions going?🤔Are you trying to spend less or save more? Are you trying to save more into y...
21/01/2026

How are your New Year’s resolutions going?🤔

Are you trying to spend less or save more? Are you trying to save more into your pension or investing for the first time?📈

One of mine and Ellie’s New Year’s resolutions was to go on a walk together 3 times per week… doesn’t sound like much but it can be difficult for us with me working in the day and Ellie working nights!☀️🌙 so far, we’ve managed to go on 2 walks together each week🌳

As with anything, just trying is what counts. Making those small improvements and trying to hit your goals, even if you don’t succeed straightaway, is what matters🤗

✨New Year, New Finances – Your Simple To-Do List✨The start of the year is the perfect time to hit reset and get your fin...
09/01/2026

✨New Year, New Finances – Your Simple To-Do List✨

The start of the year is the perfect time to hit reset and get your finances working harder for you. Here’s a quick financial to-do list to get you on track 👇

✅ Review your household expenditure – knowing exactly where your money is going and how much you have leftover is key
✅ Start (or refresh) your monthly budget – such an important habit to get into
✅ Check the interest rate on your savings accounts - is the rate you’re getting as good as last year? Can your savings work harder for you?
✅ Consider your emergency funds - are you holding enough cash to cover something unforeseen?
✅ Update your protection – is the level of cover you have in place still sufficient to protect you and your loved ones?
✅ Retain your most recent pension statement - don’t let your pension provider loose track of you!

Getting organised now can make the rest of the year far less stressful😮‍💨

Here’s to 2026!🥂

A lot can change in a year or so🎉✅Achieved CII Level 4 Diploma in Regulated Financial Planning 09/08/2024✅Completed St. ...
11/12/2025

A lot can change in a year or so🎉

✅Achieved CII Level 4 Diploma in Regulated Financial Planning 09/08/2024

✅Completed St. James’s Place Academy 20/12/2024

✅Achieved Competent Adviser Status (CAS) 27/05/2025

✅Graduated from the St. James’s Place Academy 10/10/2025

Receiving my graduation certificate from the St. James’s Place Financial Advisor Academy in the post earlier this week really made me think about how much has changed, and how far I’ve come, in a little over a year👨🏻‍🎓

To all my fellow graduates who celebrated on the day, CONGRATULATIONS🎊 especially to my friends in QFA29, my academy intake, I am so proud of what we all achieved👏🏻

And to my clients, who I have met and taken on this year. Thank you, from the bottom of my heart, for the trust you have placed in me with your future🌅

The Autumn season didn’t just change the tree outside of our office to a beautiful bright yellow🍂 it also brought about ...
03/12/2025

The Autumn season didn’t just change the tree outside of our office to a beautiful bright yellow🍂 it also brought about the Chancellor’s Autumn Budget and the much-less-beautiful Red Briefcase💼

One week on from Budget Day, I have had a number of people reach out to me with questions about what the changes mean for their money, their savings and their financial future.

If the Budget has left you feeling uncertain or just curious about what it means for you, feel free to message me and we can arrange a chat☕️

It was an absolute pleasure to present yesterday during our monthly Pop Connect Norfolk meeting🎥I wanted to use the oppo...
17/10/2025

It was an absolute pleasure to present yesterday during our monthly Pop Connect Norfolk meeting🎥

I wanted to use the opportunity to tell our members all about me, how I work with my clients and what I feel sets me apart from other Financial Advisers in the industry🙌🏻

03/10/2025

How I work with my clients - Retirement Planning.

Gravitas Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 2/10/2025

I am delighted to be a founding member of Pop Connect Norwich North and Norwich East🎉Pop Connect is a monthly networking...
24/09/2025

I am delighted to be a founding member of Pop Connect Norwich North and Norwich East🎉

Pop Connect is a monthly networking group where businesses can join to build relationships and share referrals in a relaxed environment that feels more like a family.

The Norwich North and Norwich East groups are looking for the following businesses to join:

Architect, Builder, Business Signs, Cake Maker, Celebrant, Electrician, Florist, Graphic Designer, Health & Safety, Hypnotherapist, Insurance Broker, Landscaper, Lawyer, Physiotherapist, Plumber/Gas Engineer, Recruitment Agency, Security & Alarms, Personal Stylist, Taxi Service, Virtual Assistant… and really anything else you can think of🙌🏻

Send me a message if you’re interested in joining and we can have a good chat beforehand💬

29/08/2025

Hi everyone, this is just a short introductory video so you can get to know me! This video was filmed in the boardroom of our office in Norwich City Centre🎥

13/08/2025

Gravitas Wealth Management is an Appointed Representative of St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 13/8/2025

Address

52 Colegate
Norwich
NR31DD

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