Tim has been a Financial Planner for over 30 years and Director of Perspectives Milton Keynes Office (South) Ltd and its former firms since 1998.
He is a member of Perspective’s Advisory Board and specialises in investment advice and tax solutions for High Net Worth individuals and families. He also focuses on advice to the corporate sector, assisting businesses through start up, growth and exit cycles.
Tim has overall responsibility for the strategy, growth and delivery of the firm’s core business models, wealth management and corporate solutions.
Tim is a Diploma qualified member of the Personal Finance Society and a Certified Member of the Pensions Management Institute.
The Financial Conduct Authority does not regulate taxation or some aspects of corporate financial planning