Timothy Everett DipPFS

Financial Adviser

With over fifteen years of client-outcome focus, Timothy is passionate about building strong and trusted relationships with his clients in order to truly understand their financial aspirations and needs.

Timothy works closely with his clients, to create a bespoke, structured wealth management plan and develop investment strategies to help achieve their financial goals. Timothy’s typical clients include city professionals executives and partners of accountancy and law firms. What these clients have in common is a rewarding but demanding career, which often means that they lack the time to manage their wealth in the most efficient manner.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select, and the value can therefore go down as
well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.