Tim Collyer Email & Phone Number
Chartered Financial Planner @ Montgomery Charles Wealth Management Ltd.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Tim Collyer Location
- Chippenham, GB
Tim Collyer Work
- Chartered Financial Planner @ (November 2017 - Present)
- Share Holder @ TAM Asset Management Ltd (October 2012 - Present)
- Regional Financial Planner @ Alexander House Financial Services (November 2013 - November 2017)
- Chartered Financial Planner @ Montgomery Charles Financial Management Ltd (March 2012 - December 2013)
- Chartered Financial Planner @ Falcon Group Plc (April 2011 - June 2012)
- Head of Investment Solutions @ Falcon Group Ltd (July 2007 - March 2011)
- Head of Technical @ Kilminster Group (January 2005 - January 2007)
Tim Collyer Education
- Queen Elizabeth College
Honours (Biochemistry and Physiology)
1980-1983 - Hampton School 1975-1980
Tim Collyer Skills
- Employee Benefits
- Financial Planning
- Investments
- Wealth Management
- Retirement Planning
- Financial Advisory
- Project Management
- Trusts
- Financial Advice
- Inheritance Tax Planning
- Retirement
- Wealth
- Asset Allocation
- Customer Service
- Savings
- Equity Release
- Protection
- Strategic Planning
- Estate Planning
- Business Strategy
- Tax
- Investment Strategies
- Portfolio Management
- Pension Funds
- Insurance
- Term Life Insurance
- Integration
- Asset Management
- Financial Services
- Strategic Financial Planning
- Income Protection
- Critical Illness
- Alternative Investments
- Business Development
- High Net Worth Individuals
- Personal Finance
- Financial Planners
- Pensions
- Investment Advisory
Tim Collyer Summary
- Tim Collyer, based in Chippenham, GB, is currently a Chartered Financial Planner at Montgomery Charles Financial Management Ltd.. Tim Collyer brings experience from previous roles at TAM Asset Management Ltd, Alexander House Financial Services, Montgomery Charles Financial Management Ltd and Falcon Group Plc. Tim Collyer holds a 1980 - 1983 Honours in Biochemistry and Physiology @ Queen Elizabeth College. With a robust skill set that includes Employee Benefits, Financial Planning, Investments, Wealth Management, Retirement Planning and more. Tim Collyer has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Tim Collyer?
Find contact details for 700 million professionals.
Top Montgomery Charles Wealth Management Ltd. Employees
Tim Collyer
Chartered Financial Planner
Chippenham, GB
Diane Swaine
Senior Client Services Support
Trowbridge, GB
Rosa Fpfs
Chartered Financial Planner
Wells, GB
James Whittington
Lead Financial Adviser
Frome, GB
Will Carrodus
Marketing Manager
Bovey Tracey, GB
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co