Tim Atkin – Harrogate

Wealth Planner

Beginning his FS career in 1992, Tim has well over 25 years’ experience helping both individuals and businesses to realise their financial ambitions. Tim holds the ‘Level 6’ Award as an expert in Pension Transfers, a ‘Level 4’ Diploma in Financial Advice and four further ‘Level 3’ full certifications in Financial Advice, Mortgage Advice, Equity Release and Long-Term Care Insurance respectively (which included merit & distinction grades) which give him the ability to provide tailored advice on all aspects of wealth management and financial planning overall. Tim is currently working towards ‘Chartered’ status.

Most recently working for Investors Planning Associates, (a long-established, high-quality wealth planning business acquired by Succession Wealth in late 2019) Tim continues to help his clients invest in their future with his helpful, straightforward and friendly approach to financial planning. He is particularly passionate about his work in understanding his clients’ goals thoroughly in order to provide them and their families with long-term financial security.

In his spare time, Tim is a passionate supporter of The Blades (Sheffield United), loves good music, plays occasional golf or sometimes strums a guitar. Otherwise he’s found spending downtime with his family, friends and the various pets.

01423 510000 / 07894239336

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