Tim is the former CEO of National Independent Financial Adviser (IFA), Sandringham Financial Partners, from 2015.
By providing a clear focus on strategy, operations, and business development, Sandringham grew to £3 billion of AUA while supporting 185 financial advisers to help clients achieve their financial goals, financial security and peace of mind.
In 2022 Sandringham finalised a sale of the business to M&G Wealth as M&G Wealth’s independent advice business to complement their existing restricted and hybrid firms. Tim stepped down as CEO after concluding the sale.
From 2013 – 2014, as CEO of National IFA IFG Financial Services. He oversaw the firm’s sale to Ascot Lloyd.
From 2009 – 2013 he served as Managing Director at James Hay Partnership – a platform for retirement wealth planning and one of the UK’s most significant Self Invested Personal Pensions providers. He was appointed CEO of this business immediately following the acquisition of the James Hay business from Santander in 2010. During his time, he led the drive to rehabilitate the company in the eyes of James Hay’s key distribution channel, the IFA.
His career at the IFG Group spanned 12 years, having joined the Group in 2002 as Managing Director of London firm Pensions Associates Limited. He oversaw its merger with Manchester-based Santhouse Whittington Actuarial Services and Bristol-based IPS Pensions to form the PAL Partnership.
From 1989 – 2001 he served as Marketing Director at SWIPE Plc (Smith and Williamson Interactive Pensions Exchange) and as a financial adviser and director at national IFA Lucas Fettes and Partners.