“We want to become our clients’ and their families first port of call for anything financial.”
- Locations
- Manchester
Tim joined RBC Brewin Dolphin in 2016 as a financial planner and in 2021 became a wealth adviser in the London, St James’s office. At the end of 2024 he moved to Manchester where he provides holistic wealth management to high-net-worth individuals, families and businesses on a wide range of complex financial issues.
He has specialisms in helping family lawyers structure their clients’ finances for the future, along with advising entrepreneurs going through liquidity events and helping them achieve their financial goals.
Tim has 18 years of experience in the world of finance, including Shariah compliant advice, working as a Trustee for private pension schemes, and advising partners at magic circle law firms. He is a Chartered Member of the Chartered Institute for Securities & Investment, a Fellow of the Personal Finance Society and has an MBA from Cranfield University.