Tim has been a valued member of CTT since 2006 when he joined the team as an independent financial advisor.
But his experience with financial planning goes back further, first as a paraplanner and then as a Mortgage and Protection advisor. With extensive knowledge in the sector, and specialisms in pension and investment planning, mortgage planning, and equity release, Tim excels in advising our corporate clients and business owners how best to put their assets to work.
His colleagues describe him as a loveable, cheeky, all-round decent guy who’s completely open and whose clients love him. He enjoys forming relationships with his clients, supporting them on their full journey with bespoke services. Whether that’s building their finances using his IFA skills or protecting them with estate planning advice, his focus is on sharing knowledge, not sales.
His honest, no-nonsense approach to financial advice means his clients always have a clear picture when it comes to financial planning. His straightforward yet personable way of working means he’s able to tailor his services to best fit each of his client’s needs, getting to know them as individuals who often become friends.
Our Private Client service makes customised planning paramount, and CTT is the perfect vehicle for Tim’s multi-disciplinary talents. An invaluable member of the team, Tim values the flexibility he can offer his clients through CTT, where there are always other in-house experts on hand to tap into when required.
