Tim Horrocks
Tim graduated with a BA Hons in Economics before embarking on a career in financial services over 10 years ago. Acting as an adviser for Lloyds Bank, HSBC Commercial Bank and also acting as an Independent Financial Adviser during this period.
Tim already holds the Diploma in Financial Planning, the new benchmark qualification all advisers must achieve by 2013. And is on course to achieve Chartered status within the next 12 months, putting him amongst the most qualified professionals in the industry. Tim also holds advanced qualifications in Financial Planning, Retirement Planning and the provision of Long Term Care advice.
“I have spent much of my career advising businesses, trustees and wealthy private clients. My specialisms include Pensions, Investments, Long term Care, and Inheritance Tax planning”. “Planning for a secure future, be it for yourself, your family or your business is, I firmly believe, one of the most important steps you will ever take. Changes in your circumstances or the effects of, for example, inflation will require you to regularly review and act upon your financial situation. I provide my clients with a personal wealth management service, which together we can work on to build and preserve your capital and satisfy your overall financial goals”.