Chartered Financial Planner
Tim is a Chartered Financial Planner and Fellow of the Personal Finance Society.
He has been working in financial services for 25 years, with the past 12 years with Chetwood Wealth Management. Tim specialises in advising Owner Managed Businesses and works very closely with local Accountants providing Pension and Investment Advice to their clients. Tim is fiercely independent and believes in a whole of market approach and is passionate about doing the right thing for his clients.
Tim studied Geography at Loughborough University prior to entering the financial advice profession. Since joining Chetwood in 2009 Tim has worked hard to achieve the Chartered Financial Planner qualification. He is an affiliate of STEP (Society of Trust and Estate Planners) and member of the Initiative for Financial Wellbeing (IFW).
Tim has always been active outdoors particularly White Water Kayaking and playing Canoe Polo although these days more likely to be seen on a paddle board in Devon with his wife and 2 sons. Tim also enjoys Parkrun, Skiing & Snowboarding, Mountain biking on the Mendips and is an enthusiastic season-ticket holder at Bristol Bears Rugby. His challenge in 2022 is to complete a trek to Everest Base Camp.