Tim is a very experienced and knowledgeable Chartered Financial Planner. Over the last 20 years he has worked with a number of clients to help them reach their financial objectives. As a financial planner, Tim's main goal is to help clients make well-informed decisions on what types of investments or pensions are right for them, with an emphasis on the need to adjust plans as goals and requirements change.
Tim is a pensions expert and a fully qualified Pension Transfer Specialist.
Areas of expertise:
Pension transfers, lifetime cash flow modelling, retirement and investment planning and Inheritance Tax (IHT) planning.
IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.