Succession Wealth
Tim Bartley MBA FPFS is a seasoned Chartered Wealth Planner currently employed at Succession Wealth since November 2022, with a previous role as a Chartered Financial Planner at Pannells Financial Planning Ltd from September 2014 to November 2022. Tim has extensive experience in providing holistic, fee-based financial advice to High Net Worth clients and SME businesses, honed through earlier positions at Lloyds Banking Group and Target Financial Management. Tim holds a Masters in Business Administration from the University of Staffordshire and has achieved Chartered Financial Planner and Fellow designations from The Personal Finance Society.
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Succession Wealth
Since 2009, our teams of independent Wealth Planners have delivered high-quality advice to thousands of clients throughout the UK. We are committed to forming long-lasting relationships with our clients to help them achieve more with their money. Our clients are at the heart of everything we do and looking after their wealth journey is a privilege. We build relationships that last longer than a lifetime and are proud to provide advice across generations. At Succession Wealth, we know that the path to financial wellbeing is different for everyone. That’s why we tailor our services around your needs, aspirations and dreams. Wherever you are in your journey, we’ll work with you to help you gain clarity on what’s important to you, build your individual financial plan, and provide you with the ongoing peace of mind and confidence that you’re on the right track. Our clients rely on us to help them feel financially secure, confident and independent. Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL: Registered Number 07882611. The content is for general information only and does not constitute advice. The content was accurate at the time of writing. Whilst information is considered to be true and correct at the date of publication, changes in circumstances, regulation and legislation after the time of publication may impact on the accuracy of the articles mentioned.