Local Financial Advice
Tim has two sons and a daughter. He is a keen golfer and enjoys rugby, dog walking and good food and wine. He is fully qualified in all areas of financial planning (Dip PFS) and has 33 years of experience in the financial services industry. He has been advising clients since 1990 and enjoys working closely with them to make the best of their funds and help them to achieve their financial goals.
Qualifications - G60 Pensions (CII), K10 - Retirement Options (CII), K20 Pensions Investment Options ( CII), RO3 Personal Taxation (CII), G20 Personal Investment Planning ( CII), RO2 Investment Principles (CII), AFPC - Advanced Financial Planning Certificate ( CII), RO1 Financial Services Regulation and Ethics ( CII), Dip PFS - Personal Finance Society Diploma ( PFS)
Contact
If you would like to discuss your current financial arrangements and plan for the future please
Auriol House
High Street
Hartley Wintney
Hants
RG27 8NY
The guidance/advice contained on this website is subject to the UK regulatory regime and is restricted to consumers in the UK