“Tim is very knowledgeable and explains clearly why he is recommending a particular strategy. Most importantly, he takes the time to find out about your ultimate goal, personal circumstances and the risks you are willing to take, before suggesting a way forward.” – Mr Callaghan, Berkshire

“Tim has helped me for many years now to invest and make financial plans for me and my children. He explains in simple terms and provides a very professional and personal service. He listens and makes sure he understands what my preferences are at every step of the process.” – Mrs Smith, London

“I can say that I feel supported and encouraged in the (for me at least) tricky business of looking after money. The advice you have given seems sensible and I never feel pushed into any decision. I feel as though my decisions will be supported, however idiosyncratic. I value the fact that I am kept in mind – I feel that you are near at hand if I need you and you always answer queries quickly and thoughtfully.” – Ms Marriott, London

“The value you bring is the time you take to understand the client’s situation, your knowledge and your independence.” – Mrs Stamp, Berkshire

“Three things that you do that I value highly. Firstly, you are available, in person, to discuss matters. Secondly, you have a good mental picture of my requirements and lastly, but of huge importance, is that you are a good communicator.” – Mr P, Oxon

“You provide thorough reviews of my finances, sound advice, which is well explained. Together with a professional approach, sound judgement, responsiveness to queries.” – Mr Kirwan, Oxon

For more testimonials you can check out my LinkedIn profile via the link