He is known for his thoughtful approach to financial planning and his commitment to helping clients achieve their long-term goals.
He holds the DipFA and CeMAP qualifications and advises across a wide range of financial planning areas. Tim has particular experience in retirement strategies, later life planning and inheritance tax planning.
Tim believes good financial planning starts with understanding a client’s objectives and aspirations. He works closely with clients to build resilient plans that support their goals and enjoys helping them understand their options through clear, straightforward advice. Building long-term relationships and supporting clients through regular reviews is one of the most rewarding aspects of his role.
The Financial Conduct Authority does not regulate Trusts and taxation advice.
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.
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.