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Representative Profile

I have worked at Timothy James & Partners for 7 years and I am in the process of growing my client bank. We are a referral only company and specialise in self emplpyed, business owners in the creative media and arts. 

I specialise in pension and retirement planning and US/UK investmens. 

We also have our own mortgage team whilst also providing a Property Advice and Search service. 

We are independent and do not have any of our own products...to be frank, if we did, we would never sack ourselves - it is our job to find the best product and service for our client. 

As we are referral only we do not charge for the first 2-3 meetings. It is during this stage where we assess whether the client needs financial advice, what value we can add and whether the potential client likes us. 

Ski instructor

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