Tim Creasey

After many years working in emerging-markets stockbroking, I moved into financial planning to work more directly with families, business owners and professionals. My approach is straightforward, I aim to look after people well and build long-term, trusted relationships.

I help clients navigate the full picture of their business, trust and personal wealth. I have particular experience in inheritance tax and intergenerational planning, as well as gifting strategies. I also draw on a strong understanding of both public and private equity markets, which includes advising on the appropriate use of Venture Capital Trusts and the Enterprise Investment Scheme as part of a wider financial plan when suitable.

My role is to help make clients’ financial lives clearer and more resilient. That includes ensuring they can enjoy their wealth today while also planning effectively for the future, especially when it comes to legacy and tax considerations. I take pride in providing a thoughtful, reliable service grounded in open communication and long-term support.

Ultimately, I enjoy listening to clients, understanding what matters to them, and helping them shape a financial plan that supports the life they want to lead.