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Independent Tax and Financial Planner

2:1 Honors Degree in Business Economics and Finance – Loughborough University


  • Dip PFS - Diploma for Financial Advisers

  • J01


After gaining a degree in Economics and Finance at Loughborough University Tim started his career in Financial Services in 2002 as a Paraplanner where he gained his Level 4 Diploma in Regulated Financial Planning. He later worked as a Mortgage adviser at HSBC and joined the Countrywide Team in 2007 as a regulated Independent Financial Adviser providing advice on Investments, Pensions, Mortgages and Protection.

Tim holds a variety of professional qualifications including Level 3 certificates in Equity Release and CMAP Mortgage advice. He offers specialist advice in Tax Efficient Investments, Corporate Financial Planning, retirement planning, investments and bloodline planning acting as an consultant for our Sister company Countrywide Tax and Trust Corporation Ltd.

Outside of work Tim enjoys spending time with his family, playing golf, Rugby and cricket for the Nuneaton Cricket Club. Tim also volunteers as a coach his sons Rugby and Cricket teams at Nuneaton Rugby Club and Nuneaton Cricket Club.