Tim Footner
Chartered Financial Planner, Fellow of the Personal Finance Society
I provide financial planning advice to individuals and businesses, both in and around Malmesbury and beyond. My approach focuses on developing long term relationships with clients, delivering high class service and providing financial peace of mind.
About
I am a financial planning specialist for Business Owners/Directors & Private Individuals, along with their families.
I have achieved both the status of Chartered Financial Planner with the CII and Fellow of the PFS. As a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading Advisers and I am wholly committed to providing you with the best possible advice, service and support.
As a lifestyle financial planner, I’m passionate about helping people make the most out of their money so they can make the most out of life. My business has a strong focus on building long lasting relationships to help our clients with the following expertise:
- Investment Planning
- Retirement Planning
- Specialist Insurances
- Inheritance Tax Planning
- Business Planning/ Profit Extraction
My business has helped many clients to understand their own finances and shape their financial futures and our honest and straight-forward approach has kept many clients with us for years, as shown by the testimonials below.
As a Chartered Financial Planner you can be assured that the advice, service and on going support I provide is:
- of the highest quality;
- based on your researched needs; and
- provided by someone operating within their level of competency
We have to demonstrate this by:
- a commitment to professional development, including attending the highest qualifications
- belonging to the Personal Finance Society, including adhering to their Code of Ethics
- adhering to continued professional development (CPD) requirements
If you would like further information, or would like to become a client, it would be great to hear from you; so please get in touch.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 12/04/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
