About Tim and Reedman Wealth Management

I began my career in 1991, gaining a grounding working with The Prudential, following which I ran my own brokerage for 10 years, specialising initially in mortgages and protection. Seeing how the financial world was changing shape, I took a position with Lloyds Private Banking and, over a ten-year period, became one of their most senior and consistent wealth management advisers.

Reading the shifts within the industry, in 2012 I became a Partner Practice (Reedman Wealth Management) of St. James's Place, focusing my expertise and experience in building up long-standing, successful relationships with my clients, based on understanding and respect, coupled with my belief that long-term planning is essential, but does not have to be complicated, to achieve its aims.

I have expanded my professional qualifications to encompass all areas of wealth management and financial planning, achieving the industry “gold standard” when I became a Chartered Financial Planner and Fellow of the Chartered Insurance Institute.

In becoming a Partner Practice of St. James's Place, I brought to my clients:

• A Partner with over 22 years’ experience in the financial services industry;
• Experience within some of the UK’s largest companies, during which time I rose to become a highly respected Wealth Management Adviser;
• Specialism in the areas of Investment planning, Inheritance Tax Planning and Retirement Planning. I am also a Specialist Maritime Chartered Financial Planner ;
• My understanding of the roles and my close working relationship with Solicitors, Maritime Professionals, Accountants, Medical Professionals and Company Directors, giving me an in-depth knowledge of their requirements;
• My technical expertise and practical experience are complemented by my professional qualifications, which meet the industry “gold standard” and which I keep up to the highest levels
• I am a member of the Personal Financial Society, a Fellow of The Chartered Insurance Institute, a member of the Society of Later Life Advisers, Rotary International and a senior instructor in PADI

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.

You can DM Tim Reedman to open up a conversation about your specific needs.