Tim Stalkartt
Professional Biography
A key maxim for me is “money itself is not important; it is what you do with it that matters”. I create a plan to make it happen.
How do you describe what you do?
I help people achieve their objectives, what’s important to them. A key maxim for me is “money itself is not important; it is what you do with it that matters”. I create a plan to make it happen.
What's next for you professionally?
Striving for better. Always restless.
What's the best piece of advice you've ever been given?
You never stop learning until the day you die. It links to a philosophy of constant and never-ending Improvement.
What's your favourite thing about your role?
Hearing client stories: their problems, their achievements, their ambitions. Helping them overcome their struggles; reach their goals; and realise their ambitions over time, whilst building strong long-term relationships
Why does my role as a wealth manager matter?
What clients do with their lives matters. Money is an enabler, but it does not, of itself, ensure a happy life. I help my clients articulate what's important to them and we agree a plan to make that happen, with adjustments over time.
What qualifications and memberships do you have?
Chartered and Certified Financial Planner