01749 335111
Tim works primarily with individuals approaching retirement and business owners who are looking to or recently sold a business. He also has expertise in dealing with separating/divorcing couples and sharing of assets, individuals moving back to the UK from overseas particularly the complexity of US tax rules and trust and charity investment.
His ambition to help people initially led to an interest in psychology, with this background now supporting clients understand how savings, investments and pensions can be used as part of a bespoke financial plan to achieve goals.
He enjoys helping people with complex financial positions, intricate pension work, and working with professional advisers, to make things clearer and more manageable.
