Tim is a Chartered Financial Planner and Chartered Member of the Chartered Institute of Securities and Investments. He is also deemed a Pension Transfer Specialist by the FCA.

Tim has a decade of experience within financial planning and thoroughly enjoys bringing a sense of clarity and confidence to his clients’ finances. Over the years, Tim has worked with clients at all stages of their financial journeys, be it accumulating wealth and ensuring they are doing the right things early, managing and building upon their existing wealth or helping them protect wealth for the next generations in a tax efficient manner

Tim believes in a collaborative approach to financial planning, mapping out the financial road ahead with his clients, ensuring they have a navigation system installed so they know where they’re going, and helping them avoid the inevitable pot holes along the journey.

Tim lives in Cambridgeshire with his wife and enjoys the countryside, regularly exploring the lake district. He is also an avid fitness enthusiast having lifted weights for many years and ran a marathon in one year, to mix things up.