Tim Horrocks

After completing an Economics degree in 2002 Tim knew that he wanted to continue with an Economics related career. Financial Planning made a lot of sense to him, “no one knows what the future holds and what economic impact will be made by both discreet and large economic events. What we can know is that if we plan with a goal in mind and prepare with prudence we massively increase our chances of success”.

The Financial Planning advice Tim provides is therefore based on a complete understanding of clients’ short, medium and longer term financial goals.

Tim takes pride in building relationships with clients, enabling them to meet their personal and financial goals and objectives and allowing them to look to the future with confidence and optimism. Tim takes time to really get to know his clients before offering advice. This explains why many of Tims clients come from personal recommendations.

“I provide the same great level of service to both new and existing clients. Service is of the utmost importance to me. I feel that it is vital to keep in regular contact with my clients, particularly in these rapidly changing economic and political times.

I provide my clients with a personal financial planning service, which together we can work on to build and preserve your capital and satisfy your overall financial goals”.

Tim has been awarded ISO 22222 Personal Financial Planning.

ISO 22222 is an internationally agreed benchmark that assesses and awards financial planners who can demonstrate that they have the knowledge, skills, experience and ethical values to deliver a first class service to their clients.

Tim is one of only a small handful of financial planners in the UK that have achieved this prestigious award.