Timothy R Whorton - Director - Branch Head, Leicester
Qualifications
Chartered Insurance Institute:
- Associate of Chartered Insurance Institute
- Financial Planning Certificate
- Advanced Financial Planning Certificate
- K10 Retirement Options
- K20 Pension Investment Planning
- G60 - Pensions
Experience
Tim began work with the Eagle Star Group before becoming an Independent Financial Adviser. He progressed to Regional and Executive Director with Hogg robinson Financial Services before taking up the appointment of Managing Director of Pointon York in 1998. Tim joine LEBC Group in July 2001.
The majority of Tim's working life he has been involved in small to medium sized businesses and has a particular speciality in professional partnerships.
Specialisation
Retirement Options, Pension Transfer, Inheritance Tax, Specialist Investments and Pension-related divoorce matters.
The FSA does not regulate some forms of Inheritance tax planning.