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Managing Partner

Tim Stalkartt

Financial planning

Areas of expertise

Financial Planning - Helping professionals, senior executives and their families achieve what matters to them.
Typically working with clients in the period to retirement ensuring sufficient funds are available to meet anticipated lifestyle needs; at retirement and in retirement creating a robust, sustainable income strategy; and helping families with inter-generational planning, ensuring wealth passes as intended.


Tim has been with the business since 2007 and still works with many of the same families.
He was at Watson Wyatt advising executives on the implications of the A Day pension reforms.
Following his initial training in Financial Services Tim joined the Independent Financial Advice business of RBS and rose to become a Director of that business before leaving in 2002 to concentrate on client work, joining Grant Thornton where he left to advise executives at Watson Wyatt.

Notable client work and achievements

Tim takes pride in building strong relationships with clients and understanding their goals and objectives. His technical experience and expertise, especially in the area of pensions helps him create innovative solutions for his clients.

Professional qualifications and memberships

Chartered Financial Planner
Certified Financial Planner
Fellow of The Chartered Insurance Institute


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