Tim provides financial planning and advice. He advises individuals approaching retirement, or business owners who are looking to or recently sold a business. Explaining how savings, investments and pensions can be used as part of a bespoke financial plan to achieve clients’ goals. This includes calculating when work can be stopped or reduced, making sure family are cared for (including inheritance tax planning) and reviewing pensions built up from current and previous employment.
Tim has been involved in financial services and investments for ten years. In addition to the diploma in regulated financial planning he holds a number of advanced qualifications on pensions, financial planning and investments. He enjoys helping people with complex financial positions, intricate pension work, and working with professional advisers, to make things clearer and more manageable.
Tim was also appointed a trustee of the Keynsham & Saltford Dementia Action Alliance charity, having been involved for a number of years. The charity works with those with dementia and their carers and the local community to make the area dementia friendly. The bi-weekly Music for the Mind sessions are organised by the charity, as well as Dementia Champions sessions and providing site visits to advise on how offices/shops can adapt the environment for those with Dementia.
About Smith and Williamson
Smith & Williamson have been looking after the financial affairs of individuals, families and businesses for more than a century. It is part of Tilney Smith & Williamson, the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson on 1 September 2020. With £56.0 billion of assets under management (as at 30 September 2021), it ranks as the third largest UK wealth manager measured by revenues and the sixth largest professional services firm ranked by fee income (Accountancy Age 50+50 rankings, 2021).
It has offices across 28 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands. The Group offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. It is uniquely well-placed to support clients with both their personal financial affairs and their business interests. Tilney Smith & Williamson’s personal wealth management services include financial planning, investment management and advice and personal tax advice.
Tim is one of four new members who have joined SBN in the last few months and it was good to meet him at the curry night in December.
All the best to Tim from us all,