Meet our advisers

Tim Wills

Tim Wills

Tim Wills BA (Hons), DipFA

Independent Financial Adviser

About me

I am a qualified Independent Financial Adviser based in North Somerset. My first advice role was back in 2003 after service in the Royal Air Force and returning to education and gaining a business degree.

My approach to financial planning has always been to understand each client’s needs and objectives first, then provide advice and a plan to achieve this, which is kept under regular review. Building long term relationships is fundamental to achieving good outcomes.

I am able to provide advice on a wide range of areas including pensions and retirement planning, investments, inheritance & estate planning and protection planning. I look forward to meeting you.

Location

South West