0330 038 8941
Based in Thames-Ditton
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FCA Regulated
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 09 April 2025
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Tom has not received any client reviews in the past 12 months
Tom has not received any reviews in the last 12 months
Tom 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: 15 February 2024
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.
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Tom has not yet added their qualifications to their profile
Transparent Fees
Tom has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tom has provided information on their typical fees
Tom has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 09 April 2025
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Tom has not received any client reviews in the past 12 months
Tom has not received any reviews in the last 12 months
Tom 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: 15 February 2024
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.
Qualifications Uploaded
Tom has not yet added their qualifications to their profile
Qualifications not yet added
Tom has not yet added their qualifications to their profile
Transparent Fees
Tom has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tom has provided information on their typical fees
Tom has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Having over 15 years’ experience in the Financial Services, I cover all areas of independent financial planning (except mortgages and equity release) and my strength is advising on pensions and investments. I hold the Pension Transfer Specialist qualification. What I enjoy most about my role is helping clients understand their financial situation and helping them plan for their future using tools such as cash flow modelling. I am always keen to stress that I do not sell products, I provide a service. My role is to listen to my client’s needs regarding their finances so we can put together a plan that meets their objectives. Timeline Wealth Management is a whole of market independent wealth management firm where all bespoke plans and solutions are designed around our clients. I love spending time with my young family when not at work, I will try and sneak in some leisure time with music and football.
Offers available through VouchedFor
Contact Tom 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 Tom's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Timeline Wealth Management Limited is authorised and regulated by the Financial Conduct Authority Timeline Wealth Management Limited is Registered in England and Wales No. 8352322. Registered address- 9 Commerce Road, Lynchwood, Peterborough, Cambridgeshire, PE2 6LR