Tim Mottram

Co-founder & Financial Planner

At work

Tim has worked in financial services for 25 years. His focus is delivering true financial planning for his clients, specifically helping business owners plan to achieve their long-term objectives. 

See Tim's entry on the FCA register

At home

Tim lives in Sevenoaks with his wife Anna-Marie, his four children and their dog Willow. As you can imagine, a lot of his spare time is taken up being a dad and spending time with his family. He is also a keen sports fan, enjoying football, rugby and skiing. 

Our ethos:

Planning beats advice

Financial planning puts people, and their aspirations, first. It’s not simply about products and investment returns, it's about your life.

Passive beats active

Trying to beat the market is expensive and doesn’t work. We focus on low-cost investments backed by hard data. That's why we call it Smart Investing.

Fixed fee beats percentage

Why should it cost ten times more to invest £500,000 than £50,000? Answer: it shouldn’t. We charge a fixed fee because it’s fair.

To find out more about the value we can add to your situation, simply contact us using one of the methods below.

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    71 Bradbourne Park Road, Sevenoaks, TN13 3LH