Tim Crew Email & Phone Number

United Kingdom

5 Different Office Locations Serving Clients Across The UK

We are building one of the UK’s leading financial planning wealth management groups – but doing so with a difference. We are passionate about helping people achieve their true wealth and the positive impact this has on our clients, colleagues and communities. Our vision is to combine the resources and expertise of a national business with the personal.

Northern Ireland, United Kingdom

Established in 1989 by solicitors for solicitors and their clients and families. Still proudly serving the legal and wider community in Northern Ireland as part of the True Wealth Group.

Originally a partnership, True Wealth Management was established in the midst of the banking crisis to provide 'True' financial planning wealth management to a small number of high net worth clients who were seeking advice from a party they could trust. Having continued to grow, it was incorporated in July 2011 and has now been brought in to become the.

Following on from the success of True Financial Planning, Veracity provides business transitioning and consultancy services for Independent Financial Advisers. Originally established as a trading style within the Macquarie Group, I co-led a Management Buy Out and the business became incorporated in 2010. Since then it has provided turnkey solutions to.

Investing into upstanding businesses where the return on investment is greater than just financial

Specialising in the development of unique, high quality properties (residential and commercial) built with care for both the sales and rental markets (both new build and refurbishments). Our new homes are built to NHBC standards, and come complete with the 10-year Buildmark warranty.

At this time Macquarie (one of the world's largest investment banks) was seeking to replicate the success it had had within the financial advice space in Australia here in the UK. Having originally been brought in to help establish its financial planning presence and acquire advice practices my initial focus was on establishing Veracity Asset.

Once MLP acquired True Financial Planning I led the Operations function for its UK financial planning business - MLP Private Finance. At the time it had 90 advisers across the UK with 2 offices in London as well as in Edinburgh, Newcastle, Leeds, Birmingham, Bristol and Northern Ireland.

True Financial Planning was the UK's first scaleable turnkey solution for advisers looking to make the transition from the transactional, commission-based charging model to the fee-for-service model. Almost like a franchise operation, TFP offered its members a 'financial planning service in a box' and helped them switch on a higher, recurring revenue.

Pearson Jones Plc was a large and highly respected regional IFA practise with a strong specialism in self administered pension schemes (SIPPs and SSASs). As well as managing the large book of existing SIPPs I was responsible for developing the self administered pension offering, negotiating delegated administrator status on a number of the largest SIPP.

Education record

Education record