0177 293 7520
Based in Preston
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: March, 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: 06 April 2025
Tim is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tim's status
50
Recent Client Reviews
Tim has received 50 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tim has received 50 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 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
Tim has not yet added their qualifications to their profile
Qualifications not yet added
Tim has not yet added their qualifications to their profile
Transparent Fees
Tim has not yet added their fees to their profile
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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: 06 April 2025
Tim is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tim's status
50
Recent Client Reviews
Tim has received 50 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tim has received 50 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 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
Tim has not yet added their qualifications to their profile
Qualifications not yet added
Tim has not yet added their qualifications to their profile
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 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).
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