I can provide advice on a variety of areas relating to both personal and investment Taxation and Trusts.
Please contact me for further details.
Testimonial
Can't tell you enough how we appreciate your help and advice, how did we cope without you?
Gregory and Karen, Tadley
Testimonial
Thank you Tim, for everything we really appreciate your help...as always
Chad & Claire, Basingstoke
Google Review
Tim was extremely helpful and really listened to what we needed. A real personal touch and extremely professional and we would highly recommend his services.
Xara Price
Google Review
Tim advised me on my pensions in a friendly and porfessional manner.Happy to recomend his servces
Trevor Hargrove
Google Review
Tim recently helped me with transferring pensions, he was patient and explained everything to me really clearly. He was never to busy to answer any questions. I now feel confident in my decisions. Would highly recommend
Sarah Hill
Google Review
Tim recently advised me on transferring my pension, although quite a daunting process. He was very knowledgeable throughout and kept me updated every step of the way. I would highly recommend Tim’s financial services.
Steve B
Google Review
Very helpful with advice on pensions
Barrie Wadmore
Google Review
Tim has always been nothing but helpful and friendly. He is always there when we need him, is very patient when explaining things to those of us who have no clue and we value his services highly.
Dawn Thurlby
Google Review
Tim was very approachable and friendly. He was very informative on a level that the layman could understand. He gave very good advice and talked through my options regarding my pension in a very professional yet personal perspective.
Caroline Gamman
Google Review
All round great service, We have known and used Tim for many years a friendly person to help you out with your financial woes :)
James Watson
Google Review
I have known and used Tim for financial matters for years. He has always been professional and very helpful with all financial advice.
Waverley Financial Services is an appointed representative of New Leaf Distribution Ltd who are authorised and regulated by the Financial Conduct Authority (FCA) Number 460421. Registered Office : 165 - 167 High Street, Rayleigh, Essex, SS6 7QA
All investments involve a degree of risk of some kind. We may provide further risk information during the course of our services to you, as appropriate. Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets outside our control. Investments and the income from them may go down as well as up and you may get back less than the amount you invested. Past performance is not a guide to future performance.