Glamorgan Wealth Management was established to address the distinctive financial advice needs of Medical Professionals, both Hospital Doctors and GP’s.

Prior to working in Financial Services, Tim himself was employed by the NHS working as a HR specialist providing amongst other services medical staffing support to a number of directorates. Fully appreciative of the career and time pressures that medical professionals have, Tim provides clients with a clear insight into their NHS benefits and tailors financial plans that take these substantial benefits fully into account.Providing expert advice in personal tax, pension, investment and protection needs.

In forming Glamorgan Wealth Management Tim set out with an aim of providing bespoke advice to medical professionals that puts the client at the heart of the service. Having advised some existing clients for more than 15 years he aims to form long lasting relationships with all clients ensuring continuity of advice. Against an ever changing legislative and employment background Tim believes his specialist knowledge can add genuine value.

The cornerstone of our advice is built on your existing benefits. Whenever possible, we strive to deliver this on a face to face basis which helps when trying to simplify areas such as the NHS pension scheme.We have found that clients have a good understanding of their existing benefits following a first meeting and are appreciative of the pitfalls of not planning effectively.

Having an in depth knowledge of the NHS pension and providing advice solely to Doctors for the last seven years, we are well equipped to provide holistic advice across all areas of financial planning.

From experience, we know that financial planning is rarely a priority for doctors and takes a ‘back seat' given the demands of the profession. Therefore, our aim is to provide concise and clear advice when needed.

Outside of business, Tim enjoys spending time with family and friends. He tries to keep fit and enjoy playing squash; although he now finds himself losing to his son more often than he’d like to admit. In spite of advancing years and declining fitness levels Tim completed the London marathon in aid of a local charity which he feels passionate about.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.