Tim Edwards

I have a genuine passion for personal finance, which led me to transition into the financial advice sector from a background in law. As a non-practising solicitor, I bring a unique perspective to financial planning—combining analytical rigour with a deep commitment to helping clients make confident, informed decisions about their financial futures.

My work focuses on providing specialist financial advice in pensions, investments, mortgages, equity release, and long-term care funding. I take particular interest in supporting mid-to-later life clients, where financial decisions often become more complex and emotionally significant...

Whether preparing for retirement, managing pension withdrawals efficiently, exploring funding options for care, or planning for intergenerational wealth transfer, I help clients navigate these pivotal moments with clarity and confidence.

I am proud to be an associate member of the Society of Later Life Advisers (SOLLA), an organisation committed to maintaining the highest standards in advice for those in later life. In addition, I have specialist expertise in pensions on divorce and am a member of Resolution, a respected community of legal and financial professionals who advocate for constructive approaches to family law matters.

Outside of work, I’m a fitness enthusiast who never misses a daily workout. I’m also a dedicated husband and father, currently helping guide my nearly grown-up family through the next chapter of life. In the time that remains, I’m working on achieving fluency in Welsh through evening classes—a personal goal that reflects my love of learning and commitment to personal growth.

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