0330 038 8942
Based in Huntingdon
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tim is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tim's status
Last checked: 28 March 2025
Tim is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tim's status
26
Recent Client Reviews
Tim has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tim has received 26 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
8
Qualifications Uploaded
Tim has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Tim has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tim has not yet added their fees to their profile
Fees not yet added
Tim has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tim is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tim's status
Last checked: 28 March 2025
Tim is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tim's status
26
Recent Client Reviews
Tim has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tim has received 26 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
8
Qualifications Uploaded
Tim has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Tim has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tim has not yet added their fees to their profile
Fees not yet added
Tim has not yet added their fees to their profile
Tim is a Chartered Financial Planner and a 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. Areas of advice include: Retirement Planning Lifestyle Planning Tax and Estate Planning Wealth Creation, Preservation and Management Protection for your family and beneficiaries Protection for your business
Offers available through VouchedFor
Contact Tim through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Tim's clients
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