DIRECTOR AND CHARTERED FINANCIAL PLANNER
Tim is one of the founding Directors of The Wealth Care Partnership. He spent seven years in the military before starting a career in financial services back in 1986. At that time he was employed as a Stockbroker with a Merchant Bank based in the City of London.
His career progressed and in 1997 he became a Financial Adviser and chose to become an Independent Financial Adviser in 2000. Tim is a highly skilled financial planner and holds the prestigious Chartered Financial Planner status. He is considered one of the leaders in the field of Long Term Care advice and won the Best Long Term Care Intermediary at the Health Insurance awards in 2011.
Tim has been accredited with the Society of Later Life Advisers (SOLLA) since 2010 and is presently the SOLLA Regional Co-ordinator for Hampshire and SOLLA Joint Regional Co-ordinator for Dorset. He is also a member of the Personal Finance Society (PFS) and he has presented at numerous PFS Regional Conferences on long term care advice to Independent Financial Advisers who wish to learn more about this specialism.
His advice and expertise covers holistic planning in the following areas:-
• Investment planning
• Inheritance Tax planning
• Long term care
• Retirement planning
Tim works closely with other professional advisers, such as solicitors and accountants to provide their clients with holistic financial planning advice.
He lives in the New Forest with his family and in his spare time enjoys sailing on the Solent.
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