About
Tim joined Craigs Investment Partners in 2016 as General Manager and moved to Head of Advisory at the beginning of 2021. Tim has over 20 years’ experience in financial advice and management. Starting as an adviser in the UK, Tim turned his attention to coaching and management roles focusing on supporting his clients and fellow advisers.
Being a strong advocate for relationship-focused, need based advice led to senior management roles with Lloyds Wealth. Prior to moving to New Zealand in 2014, Tim was a Partner at St. James’s Place Wealth Management specialising in investments, trusts and taxation.
On landing in New Zealand, Tim moved into a management role with Spicers Portfolio Management before being invited to join Craigs.