Our Team

Tim Plummer

Chartered Financial Planner

I have been advising clients for over thirty five years now and I believe that integrity and personal service are at the cornerstones of our proposition.

I attained Chartered Financial Planner status in 2007 and I continue to update my knowledge through study and Continual Professional Development (CPD) as I feel it is essential to be fully informed in order to advise my clients properly.

My role is to provide clear solutions and options to my clients, detailing the benefits and risks involved with each course of action, so that they can make informed decisions.

I have two children, Thomas has just finished his Chemistry degree at Liverpool and Charlotte is on a years’ placement at MSD as part of her neuroscience degree at Sussex University. In my spare time I enjoy riding my mountain bike on the many local paths and bridleways of Hertfordshire. Our Hungarian Visla Maple has recently been joined by Willow the Doberman and she finds it hard to believe that she too was once so energetic and bouncy.

In my experience, there is rarely one solution in financial planning and so together with my clients, we can explore the options and determine the most appropriate plan to achieve their goals.

Tracy Palmer

Client Services Manager

I have worked within the financial services industry for over twenty years, and since 2007 with Tim.

As Head of Client Services my main focus is on delivering our ongoing service proposition to our clients. This includes liaising with clients regarding their annual reviews, rebalancing and day to day portfolio management queries.

I have a creative side and in my spare time I design and making wedding and celebration cakes and have been fortunate enough to have my work published in wedding magazines.