Timothy James and Partners

Timothy James and Partners are Authorised & Regulated by the FCA (FCA Number: 179854)

❖ Founded in 1995 Timothy James and Partners are London based, providing Independent Financial Advice to a hugely diverse client base.
❖ Being independent means that we are not affiliated with or dependent upon any financial organisation or proposition.
❖ We are legally bound to provide each client the most suitable solution for them; whilst being free to recommend a solution from a comprehensive range of options, based on the client’s personal objectives, our up-to-the-minute market insight, and expert financial judgment.
❖ We manage £1bn* worth of client investments; and work by referral only – be it from accountants, solicitors or our existing client base. In all cases, TJP will be responsible for providing regulated advice.
❖ Our ethos is to provide our clients with a service based on old-fashioned values; phones answered by real people who recognise who you are; consultants who genuinely want to get to know you; and client-advisor relationships that make you feel valued.
❖ Since inception, we have salaried all staff; firmly believing that by removing any reliance on bonuses or commission we ensure that the best interest of our clients is central to everything we do.
❖ TJP offers three different investment services; advisory, bespoke discretionary and discretionary.
❖ We offer a transparent and fair charging structure for the advice and services received, which is delivered by experienced and qualified professionals, and there is no cost to the client for initial exploratory meetings.

Our Services

❖ Financial tidy up and review
❖ Corporate Finance
❖ Personal and Corporate Pension Planning and Retirement Provision
❖ Personal and Corporate Protection
❖ Residential Mortgages and Equity Release arrangements
❖ Intergenerational Wealth planning

Timothy James Property Advice and Search ** (www.http://tjpas.co.uk)
❖ Property advice
❖ Property search
❖ Property management

*Source: Intelligent Office. August 2019 Insight Report

** TJPAS is a separate company and the services are not regulated by the FCA.

For further information please contact our Team who can refer your query to Timothy James and Partners.