GEORGETOWN WEALTH MANAGEMENT - Key Persons
Lindsay has over 17 years of experience in financial services as she previously worked for a leading international Pensions and Investments provider. She has a strong knowledge across all pensions, investments and protection products, and as a result, is able to provide first-class customer service support to our busy team.
She is currently studying to be a Paraplanner and has successfully completed RO1 and RO2 exams as part of her path to achieve this.
She provides all other general administration and client service support for the team which means she has been able to build good working relationships with our clients too, which we feel is a crucial part of our service offering.
Experience
Financial services
Job Titles:
- Financial Adviser
- Wealth Advisor
Job Titles:
- Financial Adviser
- Founding Partner
- Partner
Tim joined Georgetown Wealth Management in April 2021 as Paraplanner. He has over 35 years of financial services experience, of which, 17 years as Paraplanner working with high-net-worth clients for one of the UK's largest Independent Financial Advisers.
In his role as Paraplanner, Tim supports Paul and Molly and works closely with Lindsay to provide detailed research reports required for a client's financial plan. He is responsible for analysing research, looking at data and preparing suitability reports that helps Paul & Molly put together the most suitable plan based on the client's unique circumstance.
Tim has extensive pensions and investments knowledge and is an expert in Lifetime Cashflow Forecasting.
Away from the office, Tim is kept busy with two young children and as a family, they enjoy lots of outdoor walks.
Experience
Financial Planning