Tim Wilkins

Tim Wilkins Email and Phone Number

Protection Specialist (Adviser) @ St. James’s Place
Bournemouth, England, GB
Tim Wilkins's Location
Greater Bournemouth Area, United Kingdom
About Tim Wilkins

Having worked in Financial Services for around 20 years, I have gained a wealth of knowledge working in Commercial Finance, Banking, Financial Planning, Mortgage Advice and Financial protection. I have worked on both sides of the fence, as an adviser and for the provider, currently supporting the businesses of Mortgage Advisers and Wealth Advisers across Dorset, Devon, Cornwall and the Channel Islands. Specialist areas include Income Protection and Business Protection.

Tim Wilkins's Current Company Details
St. James’s Place

St. James’S Place

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Protection Specialist (Adviser)
Bournemouth, England, GB
Tim Wilkins Work Experience Details
  • St. James’S Place
    Protection Specialist (Adviser)
    St. James’S Place
    Bournemouth, England, Gb
  • Future Proof Ltd
    Protection Advisor
    Future Proof Ltd Dec 2024 - Present
    Reigate, England, United Kingdom
  • Royal London
    Business Development Manager
    Royal London Dec 2019 - Dec 2024
    Dorset, England, United Kingdom
    Supporting the intermediary market across all aspects of financial protection, covering Dorset, Devon, Cornwall and the Channel Islands. Working closely with Mortgage and Wealth advisers to help grow the Protection within their businesses, increase revenue, support compliance, and educate on areas such as Business Protection and IHT planning.
  • Lv=
    National Protection Consultant
    Lv= Nov 2015 - Dec 2019
    Bh1
    Heading up support for one of the largest Networks of Financial Advisers, ensuring full support is given to enhance and maximise Protection sales. With a good understanding of the IFA world, I can offer a consultative service knowing the challenges and restraints of the industry we work in. I helped firms grow, and open the door to new opportunities
  • Lv=
    Financial Protection Consultant
    Lv= Jan 2015 - Nov 2016
    Bournemouth, United Kingdom
    Regional Consultant offering support and training to Mortgage Brokers and Financial Advisers on a range of LV= Financial Protection products.
  • Oakwood Imc
    Independent Mortgage Consultant
    Oakwood Imc Feb 2013 - Jan 2015
    Bournemouth, United Kingdom
    Independent Financial Advice to a range of clients whatever their needs and circumstances. Regulated by the FCA, advising on regulated products, gaining a high level of trust with my clients for some of the biggest financial decisions they will ever make in their lives
  • Natwest
    Financial Planning Manager
    Natwest Jun 2008 - Feb 2013
    Dorset & Hampshire
    Regulated advice on all aspects of personal finance, including savings, investments, pensions, protection, and personal taxation. Advising personal clients on all aspects of finance, to achieve maximum growth in the most tax efficient way.
  • Corporate Advances Ltd
    Commercial Finance Broker
    Corporate Advances Ltd Jan 2006 - Jun 2008
    Dorset
    Advising Company owners on Commercial Mortgages, Secured and Unsecured loans, peer to peer lending, business asset finance, Development finance. Anything from £50k to £20m

Tim Wilkins Skills

Mortgage Lending Finance Loans Commercial Mortgages Investments Residential Mortgages Asset Based Finance Financial Planning Pensions Investment Properties Financial Services Relationship Management Residential Homes Financial Advisory Business Relationship Management Insurance Banking Life Insurance Working With Brokers Customer Relationship Management Account Management Consulting Protection Financial Risk Retail Banking Pension Funds Income Protection

Tim Wilkins Education Details

Frequently Asked Questions about Tim Wilkins

What company does Tim Wilkins work for?

Tim Wilkins works for St. James’s Place

What is Tim Wilkins's role at the current company?

Tim Wilkins's current role is Protection Specialist (Adviser).

What schools did Tim Wilkins attend?

Tim Wilkins attended University Of The West Of England, Reigate Sixth Form College, St Bedes Secondary.

What are some of Tim Wilkins's interests?

Tim Wilkins has interest in Rowing And Triathlon's, Kayaking, Road Cycling, Taking Some To A Competitive Level, Rowing And Triathlons, On A Professional Level.

What skills is Tim Wilkins known for?

Tim Wilkins has skills like Mortgage Lending, Finance, Loans, Commercial Mortgages, Investments, Residential Mortgages, Asset Based Finance, Financial Planning, Pensions, Investment Properties, Financial Services, Relationship Management.

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