At Tim Caldwell Financial Services, we are able to source products and funds from the whole financial market and build long-lasting, professional relationships. Whether you would like to visit our office or want us to come to you to discuss your finances in the comfort of your own home, please do not hesitate to give us a call today.
Our proprietor Tim has many years of experience in successful financial practice. He advises clients on a wide range of products, helping them to navigate through their financial journey and achieve their goals. Solutions involve advice on a first mortgage right through to retirement and all of the investment decisions along the way.
We understand that every client is unique, which is why we apply a professional approach with a personal touch. Our aim is to get to know each individual and understand what is important to them. As knowledgeable advisers, we have excellent rapport with professional firms such as accountants, solicitors, and estate agents, which means that our clients can benefit from a large network of trusted professionals.
It is important for you to be aware of the significant changes that have taken place over the last few years across the financial services sector. In particular, each regulated financial adviser now has to hold much higher levels of qualifications than ever before.
In addition to passing the new exams, we must also hold a current SPA certificate (Statement of Professional Standing). This not only indicates that we have signed up to a code of ethics, but also that we have completed at least 35 hours of professional training each year to stay up to date with changes in the industry, taxation, and regulation.
Our proprietor Tim’s SPS certificate provides positive reassurance that not only is he authorised by our regulator (FCA), but also appropriately qualified and up to date with the changes in the industry.