Timothy has been an Investment Advisor for 20 years and got started in the industry straight after University, despite his degree being in Chemistry. He sat exams in the UK to qualify as a Chartered Financial Planner, including the pension transfer specialist exam, the G60. Later in life in South Africa, Timothy also passed the RE1 and RE5 exams as well.
The first 13 years of his career were based in the City of London, spending time at a boutique firm, Saunderson House, and then after that Barclays Private Bank.
Timothy is passionate about taking clients financial stress away. He enjoys coming up with their long terms plans to ensure his clients and their families are provided for, and making their aspirations of financial security a reality.
Some of Timothy’s key strengths are that he’s worked through a wide range of financial conditions, and therefore, has learnt from experience how to best navigate clients through stressful times, and how not to follow the pack when times are excessive. He is also very technically proficient, particularly with regards the complexities of UK pensions and drawing strategies.
In Timothy’s spare time, he helps run a Cafe which he co-owns with his partner, enjoys working out at the gym and competing in pub quizzes.
- 13 Years Experience
- Chemistry Degree