Timms Wealth Management Ltd

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


Mathew Timms APFS,
Director of Timms Wealth Management Ltd

Mathew has been a practising adviser for over 26 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 is a Chartered Status Adviser and 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 DipPFS, Adviser

Tom has worked in Financial Services for over 19 years and has been a qualified financial adviser for over 15 years, and joined St. James’s Place in 2012. Tom joined the Timms Wealth Management Ltd Practice in 2016 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 DipPFS, 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 clients’ needs.

Mobile: 07717 864369
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Kieran O’Leary DipPFS, Adviser

Kieran has worked as a consultant and adviser for over 15 years, the last six of these have been in financial services. Prior to joining St. James’s Place Kieran was an adviser for a Private Bank advising clients on all financial matters, particularly pensions and investments. Kieran prides himself on taking the time to get to know his clients, their businesses and their families in order to build strong relationships and help them achieve what’s important in their lives.



Clare Butler, Operations Director

Clare joined the Practice in March 2015, having worked within St. James’s Place since 2002. As Operations Director, she is responsible for managing the administration team and all the necessary processes and procedures in order to ensure a consistently high level of service and care is provided to all our clients. Clare is currently studying for her Diploma in Financial Planning.

Tel: 01993 771415


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 is an organised administrator who is keen that clients individual needs are met ensuring they receive a personalised and professional service. She supports the Practice two days a week in a number of areas delivering the highest standards possible.

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


Cathie Lally, Administrator

Cathie has been in Financial services for a number of years and joined the Practice in December 2016, providing administrative support to the Practice to ensure that the relationship between the office and clients can be optimised, and assist with the daily operation of the office.



Sarah Moulton DipPFS, Paraplanner

Sarah has worked with St. James’s Place for over 7 years and joined Timms Wealth Management in July 2017 as a para-planner. Sarah prides herself on delivering a high-quality service to our clients and provides full time Paraplanning support to our team of Advisers having gained her Diploma in Financial Planning.



Marie Crawford, Administrator

Marie has been in Financial services for a number of years and joined the Practice in September 2018, providing administrative support to the Practice to ensure that the relationship between the office and clients can be optimised, and assist with the daily operation of the office.



Katie MacKinnon, Junior Administrator

Katie has recently joined the Practice after completing her A-Levels. She has always wanted to work in business administration and is keen to continue to grow and develop her knowledge and skills within the office. She enjoys being able to work directly with our clients building a good rapport.