As the longest-serving member of the Perspective Financial Group, he has built a wealth of experience supporting clients through every stage of their financial journey.
He holds the DipPFS and Prof PMI qualifications and specialises in advising high net worth individuals, families and business owners. His expertise spans corporate advice from start-up and growth phases through to business consolidation and eventual corporate exits.
Tim takes a highly personal approach to financial advice, investing time in truly understanding his clients, their businesses and their long-term objectives. Known for his accessibility and commitment to client service, he focuses on building lasting relationships and providing trusted guidance backed by decades of experience across both personal and corporate financial planning.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning, automatic enrolment and taxation advice.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.