Tim is MD at Perspective Financial Management, having first joined the firm in 1998.
Tim has overall responsibility for the strategy, growth and delivery of the firms core business models, Wealth Management and Corporate Solutions. He is a specialist with the new Workplace Pensions legislation, and has completed the Certificate in Pensions Automatic Enrolment with the Pensions Management Institute.
Tim has always worked closely with the management and advisory team and over the past number of years has considerably grown the business organically and crucially through 6 acquisitions.
The Wealth Management side is a key focus and through the development of model portfolios and focused asset migration, private client funds under advice are now in excess of 300m.
Perspective Corporate Solutions provides advice in key legislative areas to over 250 companies ranging from start up, growth phase, all the way through to exit.