Our People

We're incredibly proud of our team at Timothy James & Partners. It's a testament to our company culture that we have so many long-serving colleagues. Click on an image below to see a short profile of some of our team members.

TIM WHITING
DipPFS Founder & Managing Director

Tim Whiting Tim founded Timothy James & Partners in December 1995 and is the firm's Managing Director. In 2002 he was nominated by Who's Who for Young Entrepreneur of the Year. Tim also holds the CII Diploma in Regulated Financial Planning, which is a QCF level 4 qualification.

Tim has 440 clients and has looked after many of them for more than 20 years. Whilst Tim is experienced to provide advice on all general financial planning matters, his specialist areas are in investment and corporate financial planning.
ANDY BRACKEN
DipPFS Financial Adviser

Andy Bracken Andy has been at Timothy James & Partners since 1997, becoming a shareholder in 1998. He previously worked as a private secretary at the Ministry Of Agriculture, before moving on to Financial Services, focussing in Pensions and Investments.

Andy's specialism still lies in pensions, but he deals with all aspects of financial planning work for his diverse client base. He has a strong connection to authors and music industry figures, as well as barristers and the legal profession.
ANTHONY FOWLER
MCSI Financial Adviser

Anthony Fowler Anthony joined Timothy James & Partners in 2011 after spending 4 years at Knight Frank in their Finance department. The majority of his experience was geared around advising HNW individuals on investment and development finance, as well as arranging commercial and residential mortgages. Previously, he worked at a London mortgage brokerage for 5 years after graduating with a degree in History from the University of Wales.

Anthony now looks after a wide host of clients ranging from City executives to those in the entertainment and media industry, providing all aspects of financial planning and investment advice. He is a Chartered Wealth Manager (MCSI) and is a member of the Chartered Institute for Securities and Investment since 2011 after passing the Private Client Investment Management and Advice qualification, as well as the Investment Management Certificate.
CHRIS BRYANS
BA (Joint Hons) DipPFS Director

Chris Bryans Chris Bryans joined Timothy James & Partners as a Board Director in 2005 when the firm acquired CW Financial Consultants, which he set up and ran in conjunction with Citroen Wells, Chartered Accountants, from 1990.

Chris started his training as a Chartered Accountant, but his interest in tax and trust planning took him in a different direction as he started his IFA career with the Royal Trust Bank in 1983. He attained the CII Advanced Diploma in Financial Planning soon after its introduction in 1995.

Chris and his team now look after many clients from all walks of life in practically every aspect of personal and corporate financial planning.
DAWN BUCKLAND
Director

Dawn Buckland Dawn Buckland was an adviser for the wealth management arm of BDO Stoy Hayward prior to joining Timothy James & Partners in September 2004. She has practical experience in a wide range of sophisticated financial planning vehicles and has particular interest in pensions planning - the more complicated the better.

Dawn brings many experiences to her role, including the key communication skills gained during 5 years in public relations and the management skills derived from being a working mother of two.
PHILIP STEER
APFS, Certs CII (MP & ER) Financial Adviser

Philip Steer Philip Steer joined Timothy James & Partners in 2005 following the takeover of CW Financial Consultants Ltd. Philip's career began with Canada Life in 1998, where he gained extensive knowledge and practical experience of financial planning.

Philip holds the Chartered Financial Planner title, the highest industry qualification awarded by the Chartered Insurance Institute (CII). Philip advises clients on all aspects of financial planning, including pensions, investments, protection and tax planning, as well as residential (including equity release) and commercial mortgages.
ROBERT GUY
DipPFS Financial Adviser

Robert Guy Robert Guy became a financial adviser in 1987, having previously been Technical Director for John Charcol Ltd. He joined Timothy James & Partners in 2002, and he was voted by personal finance journalists to be the Media Services IFA of the year.

Robert holds the advanced planning and pensions qualifications. He specialises in giving advice to clients approaching retirement - with particular emphasis on advising how to maintain living standards after leaving work, and how to effectively convert pensions, investments and savings to achieve a sustainable income.
SIMON HOLLYHOMES
DipPFS Financial Adviser

Simon Hollyhomes Simon joined Timothy James & Partners in 2005 and worked alongside Tim Whiting for a number of years. Having attained numerous qualifications in Retirement Planning, Investment & Risk, Equity Release, Personal Taxation and Trusts, Simon achieved his Diploma in April 2009. Simon was awarded a degree in Economics from the University of Wales in 2003.

Simon looks after clients from many professions, including law, entertainment, film and theatre. Simon covers all aspects of financial planning and continues to make progress towards achieving Chartered status.
JENNY RAWDON
Finance Executive

Jenny Rawdon Jenny joined Timothy James & Partners in 2006 after working in Insurance for 3 years. Jenny has a wealth of experience and has a keen interest in pensions, recently passing the AF3 Pensions exam. Jenny is a member of the Pension Specialist team at Timothy James & Partners.

In 2012 Jenny completed her Diploma in Financial Planning and is now making progress towards her Advanced Diploma which she expects to complete by the end of 2017.
ANGELA JARVIS
FPFS Financial Adviser

Angela Jarvis Angela Jarvis joined Timothy James & Partners in 2005, having previously worked at CW Financial Consultants since 2004. Angela has over 13 years’ experience in financial services and she holds the Chartered Financial Planner qualification, the highest industry qualification awarded by the Chartered Insurance Institute (CII), and is a Fellow of the Personal Financial Society.

Angela provides companywide technical support whilst maintaining focus on delivering individual financial solutions to her clients.
CHRISTOPHE BEAUPAIN
Financial Adviser

Christophe Beaupain Christophe joined Timothy James & Partners in 2010 and has been working in Financial Services since 2003 having graduated from the University of Nottingham.

Christophe has extensive knowledge and experience in all aspects of financial planning including investments, pensions, tax planning, protection, mortgages and equity release. He has attained many industry qualifications and currently holds the Diploma in Financial Planning. He is now working with Tim Whiting looking after a wide range of clients from Law and Media to self-employed entrepreneurs.
DAVID STEAD
Financial Adviser

David Stead David joined Timothy James & Partners in January 2016 after 5 years at a large American investment management firm. Having been on the sales and, latterly, the portfolio analyst desks at Fisher Investments he brings a wealth of experience in equity and fixed income investment. With a strong emphasis on advising clients on their overall financial picture and, specifically, the asset allocation of their portfolio David is well placed to help a range of clients from their first foray into the investment world right up to HNW clients looking to maximise returns or save for retirement.

David holds the Diploma in Regulated Financial Planning, Certificates in Mortgages Advice and Equity Release, and is a member of the Personal Finance Society.
JESSICA AYRES
APFS Financial Adviser

Jessica Ayres Jessica joined Timothy James & Partners in 2004, from Aegon Scottish Equitable Top 100 Accounts Team. She now advises her own clients who need a wide range of advice on personal and business financial planning and those wanting to plan an exit strategy and target an inflation proofed retirement income.

Jessica particularly enjoys working closely with clients needing a ‘financial overhaul’; assessing pensions, investments and ensuring an effective long-term financial strategy is in place. This includes clients who have had a change-in-life event such as divorce or a change in career.

Jessica has built up extensive contacts with business professionals to which her clients have access to help them meet their objectives. Jessica holds the Chartered Financial Planner qualification, the highest industry qualification awarded by the CII.
MATTHEW BROWN
Finance Executive

Matthew Brown Matt joined Timothy James & Partners in 2008 after being awarded a degree in Business Information Systems from the University of Hertfordshire. He worked alongside Ian Hart for a year before moving teams to solely support Neil Avery. He currently provides a broad level of support for Andy Bracken and Philip Steer, including general research to form their recommendations.

He is in the process of studying for his Diploma in Financial Planning and Advice, with a particular interest in investment analysis and portfolio construction.
PAUL KIPPIN
APFS FPFS Financial Adviser

Paul Kippin Paul Kippin joined Timothy James & Partners in 2005 having previously worked at CW Financial Consultants since 2002. Paul's financial services career began in 1997 with Friends Provident before joining Watson Wyatt where he gained practical experience in pensions, one of the areas in which he now specialises.

Paul holds the Chartered Financial Planner qualification, the highest industry qualification awarded by the Chartered Insurance Institute (CII), and is a Fellow of the Personal Financial Society. His specific skills are currently aimed at investment as well as pre and post-retirement planning.
DANIELLE PANTELI
Residential Finance

Danielle Panteli Danielle Panteli joined Timothy James & Partners as a Mortgage Administrator in 2002. Danielle previously worked for the Halifax in their Mortgage Intermediary Centre where she gained extensive experience in mortgage underwriting. In 2009 Danielle was promoted to the role of Mortgage Manager and continues to maintain our high level of personal service whilst helping our clients with their differing loan requirements.
CHRIS HEATH
CEMAPMortgage Adviser

Chris Heath Chris joined the mortgage department at Timothy James & Partners in 2010. He started his career as a specialist loans underwriter for Nationwide Building Society for 3 years, before diversifying into medical underwriting for a retirement solutions provider.

Chris holds the certificates in Mortgage Advice and Equity Release.
ANGELA TORPEY
Operations & Compliance Director

Angela Torpey Angela joined Timothy James & Partners in February 1998, having previously worked at NPI for 4 years. Angela uses her 18 years of experience in Financial Services to manage the operational and fiscal functions at TJP, including compliance, recruitment, people, processes and strategic planning.

Angela is the Operations Director and became a shareholder in July 2006.
ROBYN HARDING
B.Soc Sci (Hons) Operations & Compliance

Robyn Harding Robyn joined the Operations department in March 2010, after completing her post-graduate degree in Human Resource Management in South Africa.

She initially took on both operations and finance administrative responsibilities in order to better understand both the company and the finance industry. She now works alongside Angela Torpey overseeing IT, recruitment and the general day-to-day functions within Timothy James & Partners.
GREGORY HOLLIGAN
Finance

GREGORY Holligan Greg joined Timothy James & Partners in 2005 as Finance Controller, Greg is responsible for providing financial controls and systems within the business, liaising with our auditors, bankers, introducers and suppliers.

Greg has over 20 years’ experience within the financial services industry and uses this knowledge to provide management information whist maintaining compliance standards and risk management.
JASON LARKMAN
Finance

Jason Larkman Jason Larkman joined Timothy James & Partners as part of our finance team in April 2009 after 12 years working for a Mortgage Adviser.

He produces TJP’s Budgets and Forecasts for Income and Cash Flow, along with the monthly Management Accounts. Jason is AAT qualified, with plans for further studies.
DREW HARRISON
Finance & Operations

Drew Harrison After graduating from Durham University in 2011 with a 2.1 in Philosophy, Politics and Economics, Drew started training towards the ACA qualification before moving to TJP and working in Finance and Operations. Drew is primarily focused on reporting, business improvement and audit.
ASHWIN GOPAUL
Operations & Compliance

Ashwin Gopaul Ashwin joined Timothy James & Partners in August 2013, having previously worked in IT Managed Services, as F.D. for Fabric Technologies, a company for which Tim Whiting served as a Non-Exec Director.

Following the successful delivery of a 5-year business plan at Fabric to achieve agreed financial milestones through to acquisition by Advanced Computer Software Group, Ashwin joined the Operations Team at Timothy James & Partners to provide the additional resource to deliver the increased levels of compliance requirements and financial regulatory reporting within the Operations team.
JASON WOOD
Finance Executive

Jason Wood Jason joined Timothy James & Partners in October 2010, having previously worked for another London based IFA for 2 years, and is currently a Finance Executive working alongside Dawn Buckland and Anthony Fowler. He has obtained the Diploma in Regulated Financial Planning and is currently working towards his Advanced Diploma.
JENNA BRASSINGTON
DipPFS Finance Executive

Jenna Brassington Jenna Brassington started at Timothy James & Partners in September 2011, having worked at another London IFA for 18 months.

She studied Mathematics at Plymouth University, and has obtained the Diploma in Regulated Financial Planning whilst working at Timothy James & Partners. Jenna is currently a Finance Executive working alongside Tim Whiting.
LYNNE CHAMBERLAIN
Reception

Lynne Chamberlain Lynne has been based on reception at Timothy James & Partners since December 2006.
MAYNIE HOWARD
Reception

Maynie Howard Maynie joined the reception team at Timothy James & Partners in December 2016. Maynie is one of the first points of contact for clients and she is also involved in numerous office management duties as well as assisting in the day-to-day running of the office.
VRINDA PENDRED
Finance Executive

VRINDA PENDRED Vrinda Pendred originally grew up in Arizona, but moved to England in 1999. She studied English and Creative Writing at Brunel University, and found her way to Timothy James & Partners in February 2007, following 2 years working at AIG.

She is currently Finance Administrator to Andy Bracken and Philip Steer, and she is working towards gaining her Diploma in Regulated Financial Planning.
ROBERT CLACK
Finance Executive

ROBERT CLACK Robert Clack joined Timothy James & Partners as a Finance Administrator in May 2012, following a move from an Independent Financial Adviser in Devon.

He graduated from Bournemouth University in 2008 with an Honours Degree in Business & Management, and holds the the Diploma in Regulated Financial Planning.
RORY WILKES
Residential Finance

RORY WILKES Rory joined TJP in July 2016 having previously worked as an AV Installer across the UK. Rory graduated from University of the West of England with a BA in History in 2014. Currently working as an administrator in the mortgage department.
FIONA WALDRON
Support Executive

FIONA WALDRON Fiona Waldron started at Timothy James & Partners in October 2013, having previous experience working for an IFA in Ireland for almost 18 months.

She has studied Economics & Finance in University of Limerick, Ireland and is currently working towards gaining a Diploma in Regulated Financial Planning. Fiona provides technical support to Neil Avery and Jessica Ayres.
CHRISTIAN TOMASZEWSKI
Finance Executive

CHRISTIAN TOMASZEWSKI Christian joined Timothy James & Partners in 2013 having graduated from Nottingham University with a BA Hons in Geography and Business. He is on his way to completing his Diploma in Financial Planning. He primarily has worked with Simon having also provided invaluable support to Tim, Dawn, Anthony and Neil.
CHRIS WADDELL
DipPFS FCSI Financial Adviser

CHRIS WADDELL After a brief spell as an officer in The Royal Marines, Chris commenced his financial career as a Stock Broker in the City Of London in the late 1980’s. Subsequent moves to Sheppards (now Investec), Brewin Dolphin, Charles Stanley and Bank Of Bermuda as a Private Client Investment Portfolio Manager eventually led to 15 years as a Director Wealth Manager with Coutts and Co. During his time there, Chris looked after a large number of successful and fascinating entrepreneurs/business owners, covering their banking, lending and wealth management advice needs.

Chris holds the Diploma in Financial Planning as well as the Chartered Institute for Securities Diploma and is a Chartered Wealth Manager. Outside of work Chris is a keen traveller, conservationist and charity campaigner. He is a Fellow of The Royal Geographical Society and is also passionate about rugby.
SINEAD NYE
Operations & Compliance

SINEAD NYE Sinéad joined Timothy James & Partners in April 2014 having previously worked for a small IFA for 18 months and has 4 years’ experience within the financial services industry.

She Graduated from the University of Glamorgan in 2010 with an Honours Degree. She is aiming to complete the Certificate in Financial Planning.
RACHAEL MOLYNEUX
Finance Executive

RACHAEL MOLYNEUX Rachael joined Timothy James & Partners just over  in April 2013 having started working in the Finance Industry on a Graduate Training Scheme at a pensions company in Nottingham. She subsequently moved to London where she worked for a small IFA firm specialising in retirement for 12 months before starting at TJP.

Rachael has attained the Diploma in regulated financial planning, she provides technical support for Philip Steer and Simon Hollyhomes.
SAMANTHA LUC
DipPFS, Cert CII (MP) Finance Executive

SAM LUC Samantha joined Timothy James & Partners in 2010 having previously worked for another London IFA for two and a half years.  She graduated from the University of Sussex with a BA degree in Economics and has always had a keen interest in finance.

She has worked with Chris Bryans and Paul Kippin throughout her time at Timothy James & Partners, providing an important point of contact for clients and is involved in assisting with report writing, research and administration for her team.

During her time at Timothy James & Partners she has obtained the Diploma in Financial Planning and holds the Certificate in Mortgage Advice. She is currently working her way towards achieving the Advanced Diploma in Financial Planning.

EMILY PATERSON
Support Executive

EMILY PATERSON Emily Paterson joined Timothy James & Partners in September 2015 and supports both Anthony Fowler and Neil Avery as a Finance Administrator. She graduated from the University of Exeter with a BA in Economics with Business Mandarin and is currently working towards achieving her diploma in Financial Planning.
ADAM HOLT
Support Executive

ADAM HOLT Adam jointed Timothy James & Partners in February 2016 after previously working in central London Real Estate for two years. He graduated from the University of the West of England with a First Class Honours Degree in Economics.

Adam currently supports Tim Whiting, Chris Waddell & Christophe Beaupain whilst working towards his Diploma in Regulated Financial Planning
EUAN BUCKLAND
Finance Administrator

EUAN BUCKLAND Euan joined Timothy James & Partners in March 2015, initially starting in our Operations team. After being with the team for a year he took an extended break to play rugby in New Zealand and travel around the country. Euan returned in September 2016 in a Finance Administrator role and he is currently studying towards the Diploma in Regulated Financial Planning.

Euan is an avid sportsman and has been involved in TJP’s football, mixed netball and softball teams and plays for Chobham Rugby club.
ELLYN KERSEY
Support Executive

ELLYN KERSEY Ellyn joined Timothy James & Partners in April 2015 having previously worked at Chase de Vere in Bath. She graduated from Cardiff University in July 2014 with a joint honours degree in Business & Finance. Ellyn presently supports Tim Whiting, Chris Waddell and Christophe Beaupain as a Finance Administrator and is working towards achieving her Diploma in Financial Planning.
JOSEPH SPICER
Finance Administrator

JOSEPH SPICER Joseph Spicer joined Timothy James & Partners in October 2015 straight after graduating from the University of Southampton with an Honours Degree in Economics. Joseph currently supports Chris Bryans’ team and is studying for his Diploma in Regulated Financial Planning.
LEANNE GILLING
Residential Finance

LEANNE GILLING Leanne joined Timothy James & Partners in May 2014. She graduated from The University of Huddersfield with a degree in English Language. Working in our residential finance at Timothy James & Partners she supports Danielle Panteli and Chris Heath. Leanne holds a certificate in Advanced Mortgage Advice and Equity Release.
NICK FREER-SMITH
Finance Administrator

NICK FREER-SMITH Nick joined Timothy James & Partners in June 2016, having graduated from the University of Exeter with a degree in History, and completed the Diploma in Accounting & Finance at the London School of Economics. He currently supports Dawn Buckland and Anthony Fowler, and is working towards his Diploma in Financial Planning.
PHILLIPPA KNIGHT
Finance Administrator

PHILLIPPA KNIGHT Phillippa joined Timothy James & Partners in September 2015 after spending 11 months working for a small IFA firm in Dedham. Phillippa graduated from the University of Reading in July 2014 with a degree in History of Art. Phillippa is a Finance Administrator, currently on Chris Bryans and Angela Jarvis’ team and is working towards her Diploma in Financial Planning.
SARA ABOOD
Finance Administrator

SARA ABOOD Sara joined Timothy James & Partners in March 2016 after spending 2 years gaining experience with a London based IFA firm. Sara graduated with a degree in Financial Computing from Brunel University in July 2013. Sara is a Finance Administrator, currently working for Andy Bracken and Robert Guy, and is working towards her Diploma in Regulated Financial Planning.
STEPHANIE TOVEY
Support Executive

STEPHANIE TOVEY Stephanie joined Timothy James & Partners in September 2014 after working for Hargreaves Lansdown for two years specialising in retirement. Stephanie graduated from the University of the West of England with a degree in Business & Marketing. Stephanie is a Support Executive, currently working for Andy Bracken and Robert Guy and is working towards her Diploma in Financial Planning.
TARA DARLINGTON-CRAMOND
Personal Assistant to Directors

TARA DARLINGTON-CRAMOND Tara joined Timothy James & Partners in April 2015 and is personal assistant to Founding Director Tim Whiting. Prior to this she has worked in both the arts and charity sectors, in Sussex and London. She studied Sociology at The University of the West of England.