Tim joined St. James's Place in 2015, after spending considerable time developing his skills in wealth management and holistic financial planning.
Tim has a legal background having been a successful lawyer for 15 years before transitioning to work in financial services. As a result of extensive study and work within the industry, Tim has been awarded the highest accolade in the industry and is now a Fellow of the Personal Finance Society.
Tim has extensive experience with both personal and corporate clients and specialises in all aspects of financial planning including Retirement and Investment Planning, Inheritance Tax Planning and Protection planning needs. Tim has also achieved the qualification for the Society of Later Life Advisers. This is a highly specialised and exclusive qualification which enables Tim to advise on providing security and meeting long term care needs for vulnerable family members.
Tim lives in Manchester City Centre with his wife Rachael and their dog Bella. He is an avid Manchester City season ticket holder and enjoys playing badminton for Lancashire, and golf in his spare time.
“I focus on building long-term relationships, providing a personal, professional service and valuable support to my clients and their families with all their financial needs and aspirations.”
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.