Expertise

  • Pensions
  • Pension Transfers
  • Inheritance Tax Planning
  • Income Protection
  • ISA's
  • investment planning
  • family protection
  • Investment
  • Wealth Management
  • Pensions on Divorce

Summary

I joined Timothy James and Partners from St. James’s Place Wealth Management. Prior to SJP I had a lengthy career working in investment banking, as well as a seven year stint consulting in the public sector. I provide personalised financial solutions for my clients, offering a wide range of advice including how best to preserve and build capital, tax efficient investing, planning for retirement, estate and inheritance tax planning as well as funding for later life and long term care. I hold advanced planning and investment qualifications.


Experience

  • Timothy James and Partners Ltd

    Financial Adviser
    - Current

Education History

  • BA Psychology and Socioloy

    Exeter University
    1987 - 1990
  • MSc Occupational Psychology

    Nottingham University
    2000 - 2001

Qualifications

DipPFS Cert II

Member of the Chartered Insurance Institute 


Clubs and Associations

Chartered Insurance Institute 


Email Abigail

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