Timms Wealth Management Ltd

Senior Partner Practice of St. James's Place Wealth Management

Mathew Timms, Director of Timms Wealth Management Ltd

Mathew has been a Practicing adviser for over 25 years and is the Director of Timms Wealth Management Limited. Prior to joining St. James's Place several years ago, Mathew was a senior adviser for a Private Bank advising High Net Worth clients on all matters financial. Mathew prides himself on offering bespoke solutions to his clients at a time and venue convenient to them and the strong relationships that he builds with clients and their families.

Mobile: 07825 212038
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Tom Smith, Adviser

Tom has worked in Financial Services for over 18 years and has been a qualified financial adviser for over 13 years, the last 5 of these with St. James’s Place. Tom joined the Timms Wealth Management Ltd Practice two years ago and is a highly regarded member of the Team. Tom prides himself on being able to give holistic financial advice and making sure that he builds long standing relationships with his clients and their families.

Mobile: 07903 700225
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Ady Suter, Adviser

Ady joined the Practice in 2016 as a qualified adviser after 27 years of providing Support and Team Leadership within the global logistics industry. In his previous role Ady developed a passion for helping people through coaching and mentoring and now enjoys applying his skills and experience in helping to enable clients meet their financial and life goals. Ady feels he can offer a fresh perspective on the adviser role and prides himself on his care and understanding for the client’s needs.

Mobile: 07717 864369
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Annie Loveday, Personal Assistant

Annie joined the Practice in November 2011 and has over 20 years’ experience in Financial Services, the majority of them with Partner Practices within St. James's Place Wealth Management. Annie plays a key role in managing the smooth running of the Practice and ensuring that client’s individual needs are met. Annie predominantly co-ordinates all business transactions and liaises with clients to ensure they receive a high level of service.

Tel: 01993 771415

Sharon Smith, Client Liaison Assistant

Sharon is a highly valued and experienced member of the team who helps manage existing client relationships and manages the Advisers diaries. She has been working with the Practice since November 2012. Sharon’s previous roles include working for a top 10 global PR company as PA to the Chairman and Global Administration Manager, and for the Foreign and Commonwealth Office as PA to the Assistant Head of Department, PA to two Foreign Secretaries and PA to the UK Permanent Representative to the United Nations and World Trade Organisation in Geneva.

Tel: 01993 771415

Clare Butler, Administrator

Clare joined the Practice in March 2015. Originally coming from a Marketing background she joined a Partner Practice within St. James’s Place Wealth Management in 2002. Clare provides administrative and para-planning support and is currently studying for her Diploma in Financial Planning.

Tel: 01993 771415

Cathie Lally, Administrator

Cathie has been in Financial services for a number of years and joined the Practice in December 2016 providing administrative support.

Sarah Moulton, Paraplanner

Sarah has worked with St James’s Place for 6 years and joined Timms Wealth Management in July 2017 as a para-planner. Sarah is currently working towards completing her Diploma in Financial Planning.