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Tim Whiting began his career as a Financial Planning Consultant with Sun Life of Canada in 1986. After running the residential mortgage and commercial finance section of a leading London-based national independent brokerage, he became a shareholder and director of FDW and then Tresman & Partners in February 1992.
Tim founded Timothy James & Partners in 1995, and is the firm's Managing Director. In 2002, he was nominated by Who's Who for young Entrepreneur of the Year.. |
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Ian Hart joined Timothy James & Partners as a shareholder early in 1996. His career started with five years at Scottish Equitable, a leading investment and pensions office.
Over the course of the next five years, he worked for two firms of Independent Financial Advisers including his father's well known company Myles Hart & Co. before moving with his own established client base to Timothy James & Partners. |
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Chris Bryans joined Timothy James & Partners as a Board Director in 2005, when the firm acquired C W Financial Consultants, which he set up and had run since 1990.
Chris started his training as a chartered accountant, but his interest in tax and trust planning took him in a different direction and he started his IFA career with the Royal Trust Bank in 1983.
Chris and his team now look after many clients from all walks of life in practically every aspect of personal and corporate financial planning. |
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Angela Torpey joined Timothy James & Partners Ltd in February 1998 having previously worked as Sales Support at NPI for 4 years. Angela originally worked with Tim Whiting in an administrative role before leaving to travel the world, she returned to Timothy James & Partners Ltd in January 2000.
Angela has had various roles within TJP and as a result has a broad knowledge of the company and financial services in general. Angela is now Operations Director and became a Shareholder in July 2006. |
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Andy Bracken has been with Timothy James & Partners since 1997, becoming a shareholder in 1998. His career started at the Ministry of Agriculture, where he spent four years as a Private Secretary. He moved to NPI in 1989, specialising principally in pensions and investments. He has subsequently expanded his pensions expertise by gaining a distinction in the G60 pension examination.
Andy has recently assisted companies in purchasing their own buildings through their pension schemes, and in particular has worked with a variety of barristers on such projects. Driven by client demands, he has also become heavily involved in mortgage work. |
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Robert Guy became a financial adviser in 1987 having previously been Technical Director for John Charcol Ltd before joining Timothy James & Partners in 2002. He was recently voted by personal finance journalists to be the Media Services IFA of the year.
Robert holds the advanced planning and pensions qualifications. He specialises in giving advice to clients approaching retirement - with particular emphasis on advising how to maintain living standards after leaving work, and how to effectively convert pensions, investments and savings to achieve a sustainable income.
He has a wide range of clients but has focussed on advising partners of the large law firms, has close relationships and the specialist knowledge required to deal with their very specific needs.
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Neil Avery began his career in financial services in 1991, as a specialist in the mortgage market. He worked for HSBC's Private Client and Wealth Management Division - gaining expertise in investment portfolio construction and management - prior to joining Timothy James & Partners Ltd in May 2004.
Neil holds advanced industry qualifications in taxation, trusts and personal investment planning and takes a holistic approach to financial planning. He has developed a strong reputation within the media sector in particular, advising clients from the worlds of Entertainment, Music, Sport and Literature. He also writes for many industry and national publications and is often quoted in the national press.
Neil is a shareholder and sits on the Timothy James and Partners Advisory Board.
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Dawn Buckland was an adviser for the wealth management arm of BDO Stoy Hayward prior to joining Timothy James & Partners. She has practical experience in a wide range of sophisticated financial planning vehicles and has particular interest in pensions planning - the more complicated the better.
Dawn brings many experiences to her role including the key communication skills gained during five years in public relations and the management skills derived from being a working mother of two! |
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Philip Steer joined Timothy James and Partners Ltd in 2005 following the takeover of CW Financial Consultants Ltd. Philip’s career began with Canada Life in 1998 where he gained extensive knowledge and practical experience of financial planning, specialising in pensions and investments.
Philip holds the Chartered Insurance Institutes (CII) Advanced Financial Planning Qualification, which includes subjects such as pensions, taxation, trusts, and investment and portfolio construction. In addition Philip is also qualified to provide advice in relation to both residential (including equity release) and commercial mortgages. |
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Paul Kippin joined Timothy James and Partners Ltd in 2005 having previously worked at CW Financial Consultants since 2002. Paul’s financial services career began in 1997 with Friends Provident before joining Watson Wyatt where he gained practical experience of pensions, an area of which he now specialises in.
Paul holds the Advanced Diploma in Financial Planning from the Personal Financial Society, including credits in pensions, tax, trusts, investment planning. Paul also holds the Investment Management Certificate (IMC) from the CFA Society of the UK. |
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Simon Hollyhomes joined Timothy James & Partners as a Finance Executive in 2005 working closely with Tim Whiting, now with over 7 years experience within Financial Services and being diploma level qualified he has naturally progressed to Financial Adviser. Simon is responsible for a number of our employee benefit and private healthcare schemes. |
