Tim J Pollitt

At Tim J. Pollitt & Co IFA, we pride ourselves on providing independent and unbiased financial advice to our clients. With over 25 years of experience, we have a proven track record of adding significant value to our clients' investments. We understand that each of our clients is unique, with their own financial personality and goals. That's why we take the time to get to know each of our clients individually, creating bespoke financial plans that cater specifically to their needs.

Our Approach

Our approach to financial planning is designed to provide clarity and simplicity in an often complex and jargon-filled world. We believe that financial planning should be tailored to each individual's specific goals and objectives. That's why we take a comprehensive and holistic approach to financial planning, considering not just financial information but also personal and family circumstances.

We don't believe in a one-size-fits-all approach. Instead, we work closely with each of our clients to understand their individual financial personality and create personalized investment management plans that suit their needs. We understand that there's more to investments than just money - that's why we take the time to understand our clients' values, goals, and aspirations.

Our Services

At Tim J. Pollitt & Co IFA, we offer a wide range of services designed to help our clients achieve their financial goals. From asset platform planning to pension planning, and from inheritance tax planning to long-term care, our expert advisors work with clients to create customized financial plans that cater to their unique needs.

Our services include:

• Asset platform planning: Tax efficiency and capital preservation
• Efficient capital management: Maximizing growth and income
• Protection planning: Business and family protection, critical illness cover, permanent health insurance, private medical insurance
• Inheritance tax planning: Minimizing tax liabilities and maximizing wealth transfer
• Pension planning: Options at retirement and beyond
• Long-term care: Protecting assets and ensuring financial security

Whether you're looking to build wealth, protect your assets, or achieve a specific financial goal, our expert advisors are here to help. We pride ourselves on providing a personal and uncomplicated approach to financial planning, working closely with each of our clients to create a bespoke plan that suits their unique needs.

Why Choose Us?

At Tim J. Pollitt & Co IFA, we believe that our independence and lack of affiliation with any one particular financial institution sets us apart from other financial advisors. We are not bound by the interests of any one company, which means we can provide our clients with unbiased and objective advice.

Our clients appreciate our commitment to transparency, clarity, and honesty. We take the time to listen to each of our clients, understanding their goals and aspirations, and work with them to create personalized financial plans that cater to their unique needs.

Get in Touch

We're just a telephone call away. Contact us today to schedule an initial consultation and discover how we can help you achieve your financial goals.