Tim has worked in financial services since 2000 and achieved Chartered Financial Planner status in 2014.  He has extensive experience in financial planning, specialising in tax-efficient investing and inheritance and estate planning.

Combining a strong technical background with a focus on exceptional client service, Tim is passionate about helping clients understand their finances and achieve their long-term goals through clear holistic financial advice.

Outside of work, Tim enjoys spending time with his family, coaching runners, running ultramarathons and taking part in endurance open water swim events.