At work
Tim left university in 1999 with a degree in political theory. He initially entered the corporate world before becoming a financial planner in 2004 with the Britannia Building Society.
Tim decided to become an independent financial planner in 2010, and since then, he has developed into a general practitioner, helping his clients across all aspects of financial planning.
Tim is passionate about ensuring his clients’ bespoke needs are met and not shoehorned into generalist solutions.

At home
Tim is married to Kate, an ecologist based in Cardiff. They have a young daughter and two enormous dogs. His interests are cricket, real tennis (if you don’t know about it, ask Tim!), dog walking in the countryside and travelling.
Meet the team
Get to know the people who keep everything running smoothly.