My primary role is to manage portfolios on behalf of a diverse range of clients including, private individuals, Charities, Trusts and companies.
A fellow of the CISI, Tim has served as regional president for the Liverpool and North Wales Region of CISI and was granted Honorary Membership by the CISI in May 2018.
Tim joined our industry in 1982 after gaining a BA(Hons) in business studies starting his career on the banking desk of a partnership that ultimately became Neilson Milnes. Tim became a member of the London Stock Exchange three years later in 1985 and an associate director shortly after.
In 1988 Tim joined the firm of Robert White which was part of the Hill Samuel Group starting their first office outside of Scotland in Manchester. Having become Bell Lawrie White, Tim and the team later joined Quilter Cheviot in 1993. Tim became a main board director in 1995 responsible for the Quilter Cheviot offices in Leeds, Liverpool and Manchester until retiring from the Board in 2012.
Living in Chester since 2006, Tim has concentrated on bespoke portfolio management for his long standing private client and professional relationships. These include personal, trust and private pension portfolios, both SIPP and SSAS.
An active player of soccer and squash in the past, current exercise takes the form of ‘grandchildren, garden and a bit of golf’- in that order. Married to Linda, both have been involved in youth work at a number of levels and initiatives.