Favourite Quote:‘Making sure that you have the money needed to live the life that you want to live, without fear of ever running out of money, or worse still dying with too much’ – Paul Armson
Location: Epsom, Surrey and South West London area
Diploma in Regulated Financial Planning (Level 4), DipPFS, CII
Tim is working towards chartered status in the medium term. CII
Advanced Mortgage Advice (RO7), CII
Long Term Care Insurance (CF8), CII
Equity Release (ER1), CII
Certificates of Knowledge and Understanding of Tax Efficient Investments in Business Relief, EIS/SEIS and VCT, Intelligent Partnership
BSc Business Studies with Spanish, Edinburgh University.
Tim is passionate about delivering holistic financial planning helping clients to live the life they want to live to the full. He achieves this by making sure that their wealth is grown, protected, and managed to minimize avoidable taxation through planning now and in the future.
Personal Lifestyle Financial Planning - including Investment and Retirement Planning, Insurance including Private Medical Insurance, Inheritance Tax/Estate Planning, and Family/Inter-generational wealth planning.
Business Owners - Tim works with company owners and directors on retirement strategies and to build business resilience for ongoing concerns by reducing business risk, and mitigating taxation through financial planning.
Inheritance Planning and Tax planning is not regulated by the Financial Conduct Authority
Tim is divorced, has three daughters in their late teens/early 20s and lives with his partner Suzy and her two sons.
Tim is a keen sportsman enjoying, tennis, snow skiing, sailing and played Rugby Union for 20+ years with Rosslyn Park Football Club with whom he still has a close affiliation. Having hung up his boots a few years ago he is developing his golf game!
He also speaks Spanish, Portuguese, and French.