Tim Webb is a Chartered Financial Planner with extensive experience in the financial services sector. They began their career as an Accounting Assistant at PSF Accounting in 2013 and progressed through various roles at Efficient Portfolio, where they advanced from Financial Planning Apprentice to Chartered Financial Planner, managing £80 million in client wealth. Currently, Tim serves as a Chartered Financial Planner at Westminster Wealth Management, having also established a new office for Lumin Wealth in 2023. Recognized as a top-rated adviser for 2025, Tim specializes in helping investment banking professionals build wealth tax efficiently and gain clarity on their financial futures.
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