Tim has over 24 years of experience in Financial Services, with the majority of those years as an adviser. He works closely with clients to understand their needs, financial goals and risk tolerance and provides tailored advice and recommendations that help them to achieve their financial objectives. This may include investment planning, retirement planning, estate planning and tax planning. His knowledge and experience in wealth management and financial planning provides clients with the confidence in his ability to help them achieve their financial goals.
Tim finds it rewarding when his clients become more comfortable with their financial position so that they can get on with enjoying life without financial worries or regrets. His expertise and dedication to his clients help build strong, long-lasting relationships.
Outside of work Tim enjoys swimming and cycling, as well as spending time with his family and friends skiing. As well as being active he also loves relaxing in the sunshine in Spain.
The Financial Conduct Authority does not regulate taxation and trust advice