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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