Tim Clasper

Chartered Financial Planner at BHP Financial Planning Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Newcastle upon Tyne, England, United Kingdom, UK
Languages
  • English -

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5.0

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/ Based on 7 ratings
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Tom Smallwood

Tim is a highly intelligent and qualified financial advisor. He's an expert in pensions and gave me clear and concise information concerning my insurance arrangements. Upon his recommendation, my requirements were fully met and I was satisfied with the level of clarity and professionalism he brought to the proceedings.

Andrew Green DipPFS

I have worked with Tim for only a short while, and already his strengths shine through. He is very well educated on financial matters and his detailed knowledge of a wide range of investment products, including their taxation and specific benefits to clients, is invaluable. His focus is always on achieving the best possible outcomes for clients, before anything else. This honourable trait will serve him, and indeed his clients, very well in the future in his role as a trustworthy and reliable Financial Adviser.

John Lane

Tim is an excellent Financial Advisers in Walker Crips . His knowledge ,incite and application is second to none. He has an ability to work well with peers and customers alike, and is well respected within his employer and the wider IFA community. I would thoroughly recommend Tim

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Credentials

  • Advanced Diploma in Financial Planning
    Chartered Insurance Institute
    Jun, 2019
    - Nov, 2024
  • Award in Long Term Care Insurance
    Chartered Insurance Institute
  • Certificate in Equity Release
    Chartered Insurance Institute
  • Certificate in Mortgage Advice
    Chartered Insurance Institute
  • Certificate in Pension Transfer Advice
    Chartered Insurance Institute
  • Diploma in Regulated Financial Planning
    Chartered Insurance Institute

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chartered Financial Planner
      • Dec 2019 - Present

    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Wealth Management Consultant
      • Sep 2018 - Dec 2019

      Advising high net worth clients on structuring tax efficient investment portfolios and implementing inheritance tax mitigation strategies. Advising high net worth clients on structuring tax efficient investment portfolios and implementing inheritance tax mitigation strategies.

    • Wealth Management Consultant
      • Mar 2018 - Aug 2018

      Offering holistic advice to clients on pensions, investments and insurance. Established as a highly knowledgeable and trustworthy adviser.

    • Trainee Financial Advisor
      • Nov 2015 - Mar 2018

      Progressed through the St. James's Place Next Generation Adviser Academy whilst shadowing experienced advisers and completing professional exams.

    • United Kingdom
    • Non-profit Organizations
    • 1 - 100 Employee
    • Volunteer
      • Sep 2014 - Feb 2015

      Table hosting high profile public figures at corporate events including Sunderland AFC football team and coaching staff.

    • Business Development Intern
      • Aug 2013 - Aug 2014

      Developing new business in the form of corporate partners and charity event sponsors, as well as managing existing partnerships.

Education

  • Northumbria University
    Bachelor of Arts (BA), Business With Economics
    2011 - 2015
  • Queen Elizabeth Grammar School, Penrith
    2004 - 2011

Community

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