0330 038 8942
Based in Frodsham
View locationChecks carried out by VouchedFor
FCA Regulated
Tim and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 June 2025
Tim and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Tim has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tim has received 8 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 19 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Tim has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Tim has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tim has not yet added their fees to their profile
Fees not yet added
Tim has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Tim and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 June 2025
Tim and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Tim has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tim has received 8 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 19 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Tim has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Tim has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tim has not yet added their fees to their profile
Fees not yet added
Tim has not yet added their fees to their profile
Fundamentally, our engagement isn't about me; It's about you. You want a financial advisor that is going to take something that at first appears complex and scary and simplify things. You are looking for reassurance and action towards your long term goal of financial security. I am here to help with that, not baffle you with jargon. My clients continue to recommend me to others as I provide a highly personal service that is interested in your success. I do this because I like helping people and because when I have done a good job, people say thank you. The satisfaction that comes from having made a positive impact on someone's life is extremely rewarding. I have specialist qualifications in Equity Release and carry out a vast amount of work on Pension Consolidation, Inheritance Tax Planning and Business Protection. Away from the office I am chief dogs body to 2 children that enjoy the outdoors and escaping up hills. I can hold a conversation about most things from Gardening, Quantum Physics, Classical Music, Modern Art, International Rugby Union to the trials & tribulations of Everton football club.
Offers available through VouchedFor
Contact Tim through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Tim's clients
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