Tim Collyer
Chartered Financial Planner @Montgomery Charles Wealth Management
Chippenham, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2017 — Present
Chartered Financial Planner @Montgomery Charles Wealth Management
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Trowbridge, GB
I am a Chartered Financial Planner at Montgomery Charles Financial Management Ltd. including being a specialist in Pension, Taxation and Trusts and Investments.I am also head of Compliance, T&C Manager and Head of Training and Development.
EDUCATION
1980 — 1983
Queen Elizabeth College
Honours, Biochemistry and Physiology
SKILLS
Inheritance Tax PlanningPensionsFinancial AdviceIncome ProtectionRetirement PlanningWealth ManagementCritical IllnessProtectionSavingsRetirementTrustsWealthInvestment AdvisoryFinancial PlanningInvestmentsPersonal FinanceInvestment StrategiesFinancial AdvisoryAsset AllocationTerm Life InsurancePortfolio ManagementEmployee BenefitsAlternative InvestmentsTaxBusiness StrategyInsuranceEstate PlanningHigh Net Worth IndividualsFinancial PlannersEquity ReleaseStrategic Financial PlanningAsset ManagementFinancial ServicesPension Funds
ABOUT TIM COLLYER
Experienced Shareholder with a demonstrated history of working in the financial services…
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