0330 038 8940
Based in Harrogate
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FCA status: Certified by Firm
Tim is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tim's status
Last checked: 02 April 2025
Tim is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tim's status
Recent Client Reviews
Tim has not received any client reviews in the past 12 months
Tim has not received any reviews in the last 12 months
Tim has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 20 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Tim has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tim has provided information on their typical fees
Tim has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tim is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tim's status
Last checked: 02 April 2025
Tim is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tim's status
Recent Client Reviews
Tim has not received any client reviews in the past 12 months
Tim has not received any reviews in the last 12 months
Tim has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 20 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Tim has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tim has provided information on their typical fees
Tim has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Beginning my FS career in early 1992, I have over 30 years of multi award-winning experience helping both individuals and businesses to realise their financial ambitions. As a 'Certified' Wealth Planner, I hold the ‘Level 6’ Award as an expert in Pension Transfers, a ‘Level 4’ Diploma in Financial Advice and four further ‘Level 3’ full certifications in Financial Advice, Mortgage Advice, Equity Release and Long-Term Care Insurance respectively (which include merit and distinction grades) which give me the ability to provide tailored advice on all aspects of wealth management and financial planning overall. I am currently working towards ‘Chartered’ status. Most recently working for Investors Planning Associates, (a long-established, high-quality wealth planning business acquired by Succession Wealth in late 2019) I continue to help my clients invest in their future with my helpful, straightforward and friendly approach to financial planning. I am particularly passionate about my work in understanding my clients’ goals thoroughly in order to provide them and their families with long-term financial security. In my spare time, I am an avid supporter of The Blades (Sheffield United), I love good music (especially live), play occasional golf or sometimes strum a guitar. Otherwise I'm found spending downtime with my family, friends and the various pets.
£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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Adviser Disclaimer
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, PL6 5FL. Registered Number 07882611.