We work with a broad range of high net worth individuals with complex financial affairs, who often have little time to spare. Here are just some of the specialist areas we work within.
After completing the advanced financial planning certificate, Tim became authorised by the Financial Services Authority (now the Financial Conduct Authority) to provide financial advice in 2008, and a pension transfer specialist in 2013.
In his spare time Tim enjoys spending time with his young family and following Everton FC.
The continuity of main contact, Tim Fuller, is excellent. He is always available or quick to call back. Good clear explanation of strategy and no gaps in knowledge. Good to have support from other members of the team too. I really value the accumulated knowledge Tim has through advising me over an extended period. He also has a great manner with clients; he is very open and approachable as are the team.
