Tim Moore
Senior Wealth Management Consultant @The Platt Partnership Ltd
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WORK HISTORY
Senior Wealth Management Consultant @The Platt Partnership Ltd
My aim is to delight my clients, helping families and businesses to thrive by providing a long-term, bespoke, financial planning service. Through a deep understanding of my clients’ most important goals and aspirations, along with a full appraisal of their current situation, I am able to advise on a wide range of financial areas, including:• Protection• Savings Planning• Tax Planning• Pension and Retirement Planning• Review existing pension provisions• Investment Planning• Later life planning• Estate Planning.And because I hold regular reviews with my clients, their plans are always kept relevant to life’s changing priorities. As a result my clients mainly come to me through personal introduction or recommendation.
EDUCATION
The Chartered Insurance Institute
Regulated Financial Planning
University of Nottingham
2:1 Hons, Chemistry
ABOUT TIM MOORE
St. James\'s Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.The Partner/Partner Practice is an Appointed Representative of and represents only St. James\'s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The \'St. James\'s Place Partnership\' and the titles \'Partner\' and \'Partner Practice\' are marketing terms used to describe St. James\'s Place representatives.
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