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Mathew Timms

Mathew Timms

Senior Wealth Adviser

Followers of Mathew Timms245 followers
location of Mathew TimmsOxfordshire, England, United Kingdom

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  • Timeline

  • About me

    Director of Timms Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management

  • Education

    • West Oxfordshire College

      1985 - 1987
      BTEC Diploma in Business and Finance. Business & Finance.

      Business Studies and Finance

    • Burford Community College

      1981 - 1987

    • St Kenelms Minster Lovell

      1973 - 1981

  • Experience

    • Lloyds Banking Group

      Sept 1987 - Jul 2011
      Senior Wealth Adviser

      A range of roles including the running of a Market Town Branch of Lloyds Bank as it was then.Since 1994, providing Solutions to clients including High Net Worth individuals within the Lloyds Banking Group and in particular, clients of Lloyds Private Bank.

    • Timms Wealth Management Ltd

      Aug 2011 - now
      Director of Timms Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management

      I provide client's with bespoke financial planning solutions to meet their current and future financial needs.Qualifications acheived within Financial Services include the Diploma in Financial Planning of the Chartered Insurance Institute and Ce-Map.

  • Licenses & Certifications