0151 221 9238
Based in Wirral
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: January, 2025
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Tim and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 March 2025
Tim and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Tim has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tim has received 16 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 03 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Tim has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tim has provided information on their typical fees
Tim has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Tim and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 March 2025
Tim and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Tim has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tim has received 16 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 03 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Tim has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tim has provided information on their typical fees
Tim has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I am a Chartered Financial Adviser based in the North West, but service both private and corporate clients across the UK. With over 20 years experience in financial services I have both financial planning and investment / fund management experience, where in a previous career I designed funds for institutional investors globally, such as the investment banks. My role as a Chartered Financial Adviser however, is to work with both private clients and businesses to understand their lifestyle and business goals, and to develop a financial plan to meet these objectives. This plan is then revisited with the client each year (or more frequently) to measure its success and to ensure the plan is still appropriate to meet the changing needs of the client (and their family and business). I firmly believe Financial Planning is in fact Lifestyle Planning (not sales!), focusing on delivering the client’s objectives and desired lifestyle regardless of market conditions and disruptive life events. Approver Quilter Financial Services Ltd & Quilter Mortgage Planning Ltd. February 2025.
Offers available through VouchedFor
If you choose to receive advice from Tim after contacting them through VouchedFor then they will discount their fees by £200.
£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
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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