Tim Lodge Location
High Wycombe, GB
Tim Lodge Work
- 2025 - now Team Leader- Client Administration @ Evelyn Partners
- 2022 - 2025 Senior Associate, Client Delivery @ Evelyn Partners
- 2017 - 2022 Financial Services Associate @ Tilney Group
- 2015 - 2016 Financial Services Support @ Tilney Group
- 2015 - 2017 Director @ Gleadow Lodge Ltd
- 2008 - 2015 Paraplanner and P.A. @ Hale Partnership Ltd
- 2004 - 2008 Client Services Manager @ Risk Placement Services, Inc.
- 2003 - 2004 P.A. to Director @ Parnell Fisher Child
- 2002 - 2003 Review Technician @ Clifford Wealth Management Limited
- 2000 - 2002 Review Technician @ Adepta services ltd
Tim Lodge Education
- Cherwell school, Oxford
Tim Lodge Skills
- Wealth Management
- Pensions
- Retirement
- Investment Strategies
- Investments
- Portfolio Management
- Income Protection
- Investment Advisory
- Wealth
- Financial Advisory
Tim Lodge Summary
Tim Lodge, based in High Wycombe, GB, is currently a Team Leader- Client Administration at Evelyn Partners. Tim Lodge brings experience from previous roles at Evelyn Partners, Tilney Group, Tilney Bestinvest and Gleadow Lodge Ltd. Tim Lodge holds a Cherwell school, Oxford. With a robust skill set that includes Wealth Management, Pensions, Retirement, Investment Strategies, Investments and more. Tim Lodge has 2 emails on RocketReach.
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