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Tim O’Brien (FPFS)

Chartered Financial Planner
London office

Role at Quilter Cheviot

Tim has been a financial adviser for 12 years and as well as being a Chartered Financial Planner he is also a Fellow of the Personal Finance Society. Tim epitomises the Private Client Adviser’s philosophy of putting clients at the heart of everything he does. Keeping finance simple in a complex world is key to helping clients gain a clear picture of their financial journey. Tim believes that ongoing reviews are fundamental in keeping clients on track to achieve their goals. Having been on the Investment Committee of his previous firm he specialises in Investments and how they perform in different economic climates.

The value of your investments and the income from them can fall and you may not recover what you invested.