Tim Lodge Email
Team Leader- Client Administration @ Evelyn Partners
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Tim Lodge Location
- High Wycombe, GB
Tim Lodge Work
- Team Leader- Client Administration @ (March 2025 - Present)
- Senior Associate, Client Delivery @ (June 2022 - March 2025)
- Financial Services Associate @ (January 2017 - June 2022)
- Financial Services Support @ (June 2015 - December 2016)
- Director @ Gleadow Lodge Ltd (January 2015 - August 2017)
- Paraplanner and P.A. @ Hale Partnership Ltd (September 2008 - May 2015)
- Client Services Manager @ (December 2004 - August 2008)
- P.A. to Director @ Parnell Fisher Child (April 2003 - November 2004)
- Review Technician @ (September 2002 - April 2003)
- Review Technician @ Adepta services ltd (February 2000 - August 2002)
- Office Manager @ Bradley & Co. (March 1999 - January 2000)
- Customer Service Supervisor @ (September 1994 - February 1999)
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
- Wealth Accumulation
- Estate Planning
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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