Tim Cockram

Tim Cockram Email and Phone Number

Chartered Financial Planner at Chetwood Wealth Management @ Chetwood Wealth Management
saint austell, cornwall, united kingdom
Tim Cockram's Location
Wrington, England, United Kingdom, United Kingdom
Tim Cockram's Contact Details

Tim Cockram personal email

n/a
About Tim Cockram

I am a Chartered Financial Planner and Fellow of the Personal Finance Society.I am proud to assist my clients achieve financial security for their families through the provision of fully independent and impartial financial advice. This service is available to individuals, entrepreneurs and small business owners across Bristol & Somerset.I enjoy assisting my clients achieve a position of Financial Wellbeing and the peace of mind this provides. I am a Chartered Financial Planner and Chetwood Wealth management has been Consistently listed amongst the UK's Top 100 Financial Advisers by New Model Adviser Magazine.Many people over a lifetime will accumulate an array of financial products including pensions, insurances, and investments but few have a clear idea about how these products will allow them to reach their own personal financial goals. I will take the time to understand your goals and with you build a financial plan to ensure that the products you have accumulated will help you meet these goals.

Tim Cockram's Current Company Details
Chetwood Wealth Management

Chetwood Wealth Management

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Chartered Financial Planner at Chetwood Wealth Management
saint austell, cornwall, united kingdom
Website:
chetwoodwm.co.uk
Employees:
20
Tim Cockram Work Experience Details
  • Chetwood Wealth Management
    Chartered Financial Planner
    Chetwood Wealth Management Dec 2009 - Present
    Wellington, Somerset & Westbury On Trym, Bristol
    I am able to offer independent and impartial advice on personal financial planning with the aim of protecting you and your family and preserving and growing your personal wealth. This would include pensions and retirement planning, tax planning, investment management, life and serious illness protection. I enjoy the face to face contact and satisfaction of advising individual clients. To do this as the financial advice sector evolves to an increasingly professional level represents an exciting time to be able to provide advice. Affiliate of the Society of Trust and Estate Practitioners
  • Prudential Plc
    Regional Account Manager
    Prudential Plc May 2006 - Nov 2009
    Reading, United Kingdom
  • Barclays Plc
    Premier Relationship Manager
    Barclays Plc Nov 2004 - Apr 2006
    Bristol, United Kingdom
  • Bradford & Bingley (John Charcol)
    Independent Financial Adviser
    Bradford & Bingley (John Charcol) Dec 1999 - Nov 2004
    Exeter, United Kingdom
  • Bristol & West
    Personal Financial Manager
    Bristol & West 1996 - 1999
    Bridgwater

Tim Cockram Skills

Pensions Inheritance Tax Planning Wealth Management Income Protection Protection Investments Retirement Planning Critical Illness Wealth Insurance Retirement Strategic Financial Planning Financial Services Finance Financial Planners Financial Advisory Savings Residential Mortgages Business Planning General Insurance New Business Development Life Insurance Investment Strategies Investment Advisory Fixed Annuities Term Life Insurance Estate Planning Small Business Financial Planning Pension Funds Business Development Investment Management Personal Finance Personal Financial Planning Trusts Holistic Financial Planning

Tim Cockram Education Details

Frequently Asked Questions about Tim Cockram

What company does Tim Cockram work for?

Tim Cockram works for Chetwood Wealth Management

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

Tim Cockram's current role is Chartered Financial Planner at Chetwood Wealth Management.

What is Tim Cockram's email address?

Tim Cockram's email address is ti****@****o.co.uk

What schools did Tim Cockram attend?

Tim Cockram attended Loughborough University, Backwell.

What are some of Tim Cockram's interests?

Tim Cockram has interest in Kayaking, Skiing, Economic Empowerment, Canoe Polo, Education, Sailing, Mountain Biking.

What skills is Tim Cockram known for?

Tim Cockram has skills like Pensions, Inheritance Tax Planning, Wealth Management, Income Protection, Protection, Investments, Retirement Planning, Critical Illness, Wealth, Insurance, Retirement, Strategic Financial Planning.

Who are Tim Cockram's colleagues?

Tim Cockram's colleagues are Steph Barnard, Richard Hansell, Charlotte Mcknight-Burton, Matt Maddock, Mark Stanbury, Joanne Reah, Berté Le Roux Cfp®, Cert Cii (Fs).

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