Senior Partner Practice of St. James's Place Wealth Management
Tim has over 26 years’ experience in banking and the financial services industry. The last 16 years has been specifically providing financial advice in relation to clients' Mortgage, Protection, Investment and Retirement Planning needs.
Tim’s holistic financial advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investment planning in order to help clients with practical solutions to the financial issues that concern them most.
His emphasis is on maintaining long-term relationships with clients to provide them with a source of trusted advice as their financial needs evolve over the years.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Capital Planning Partners is a trading name of Capital Financial Advisors LLP. Capital Financial Advisors LLP is a Limited Liability Partnership registered in England and Wales, Number OC376893. Registered Office: Britannia House, Roberts Mews, Orpington, Kent, BR6 0JP. View the Members of Capital Financial Advisors LLP.