Tim holds the Diploma in Financial Planning and the Advanced Qualification in Pensions (AF3) from the Chartered Insurance Institute.
Experience
Tim joined the financial services industry in 1997. Before joining Throgmorton in 2011, he worked for Barclays Bank.
Business
Tim is very experienced and knowledgeable in both personal and business financial planning. Tim specialises in wealth planning and retirement options, including estate planning and inheritance tax mitigation. Tim is committed to delivering a high level of client service, based upon his client’s long-term financial planning goals.
Personal
Tim is married with two children and he has a wide range of outside interests, including sport, music and looking after the environment.