Tim is based in Preston for One Four Nine Wealth. He started his career in financial services as an administrator in 2004. Since that time he has gained a number of professional qualifications and was firstly promoted to the role of Paraplanner before completing his Diploma in Financial Planning and progressing to the role of Independent Financial Adviser. Tim is now a Chartered Financial Planner with the Chartered Insurance Institute (CII).
Tim understands that every client is different and the most important part of his role is helping clients to quantify what it is that they are looking to achieve and working with them to design a strategy that offers the greatest potential of these desired outcomes being met.
A crucial part of Tim’s job is to highlight to clients areas of their existing finances that are working and those that are not. This ensures that each client understands why a specific course of action or recommendation is being made and the benefits that this will provide.
Outside of work, Tim enjoys family life with his partner, Gerry, and their two little girls; Ivy and Fern.
