Tim Stubbins

Tim Stubbins

One Four Nine Wealth Limited

Minimum savings/pensions: Over £250,000

0177 293 7520
Based in Preston
View location

Top Rated 2025
Verified since: March, 2024

4.8 out of 5

50 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 06 March 2025

    Tim is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tim's status

  • 48

    Recent Client Reviews

    Verified reviews: 100%

    Tim has received 48 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 06 December 2023

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Tim has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Tim has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 06 March 2025

    Tim is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tim's status

  • 48

    Recent Client Reviews

    Verified reviews: 100%

    Tim has received 48 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 06 December 2023

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Tim has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Tim has not yet added their fees to their profile

Tim is based in Preston for Charter Financial Planning, that became part of One Four Nine Group in October 2021. He started his career in financial services as an administrator in 2004. Since that time he has gained a number of professional qualifications and was firstly promoted to the role of Paraplanner before completing his Diploma in Financial Planning and progressing to the role of Independent Financial Adviser. Tim is now a Chartered Financial Planner with the Chartered Insurance Institute (CII). Tim understands that every client is different and the most important part of his role is helping clients to quantify what it is that they are looking to achieve and working with them to design a strategy that offers the greatest potential of these desired outcomes being met. A crucial part of Tim’s job is to highlight to clients areas of their existing finances that are working and those that are not. This ensures that each client understands why a specific course of action or recommendation is being made and the benefits that this will provide. Outside of work, Tim enjoys family life with his partner, Gerry, and their two little girls; Ivy and Fern.

£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

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Age group

Clients' level of financial expertise

Reviews of Tim

Are you a client of Tim? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.