Personal financial planning and retirement income options.
I am experienced in providing advice on the following areas:
- Retirement income options
- Pension planning
- Investment planning
- Protection solutions
I have worked in financial services since 1996 and have attained the Diploma in Financial Services (DipPFS).
I have extensive knowledge of the many different options open to those who are looking to take benefits from their pensions. I also focus on investing my clients’ money; providing investment solutions to meet their aspirations and match their tolerance to investment risk.
Over the years, I have gained extensive knowledge of the industry and worked with a wide variety of clients with diverse financial planning needs.
I am the co-founder and Director of Investment Sense.
Before Investment Sense, I worked at Cooper Parry for five years.
My experience ranges from advising clients, heading up product, provider and fund research, management responsibilities and providing key industry compliance functions.
I have worked on many initiatives focused on providing quality client solutions and excellent customer service. Through careful consideration of the many solutions available, good processes and a robust means of delivery, excellent financial advice does not have to be restricted to only the wealthiest.
What do my clients say about me?
“Many grateful thanks for all you guidance and advice, which has now settled my position for the foreseeable future. Your unbiased and honest information provided, has proved invaluable to me at the present time, and is much appreciated.”
“When I was considering an Annuity my knowledge of the subject was very limited. The daunting thought of enquiring and deciding on the right one was quickly allayed by Anna Timms’ precise, friendly and down to earth approach. I am so grateful.”
“I would like to take this opportunity to thank you for the outstanding way in which you have advised me and set up my pension plan.”
“Excellent advice and service.”
“Financial planning is usually an area in our lives that makes us glaze over! Anna’s enthusiastic and jargon less approach has been very welcome and we are now safe in the knowledge we have protection in place for our future. The spreadable of expenses and outgoings is very useful and we’ll refer to it often. Thank you Anna!”
“We were very pleased with the service, it was straightforward and hassle fee. Thank you.”
“A very prompt, friendly and efficient service. All my options were very clearly explained and I feel confident that my final choice was the right one for my individual circumstances.”
“Just what I wanted, could not be better.”
“We came across Investment Sense via a Google search and reading one of your articles on your website. From the word go Anna was obviously the right kind of person for us. She gave clear advice, explained everything in easy to understand language, was patient in answering questions and worked quickly and efficiently to guide us to the result we needed. One of the most useful and eye-opening things she did for us – without even being asked – was a detailed cashflow analysis of our finances. This gave us a clear view of how we would cope with the next 10 years and the start of retirement, which was so reassuring. Thank you so much Anna for all your help and good advice – it is much appreciated.”
“Many thanks for your relaxed, efficient service.”
“Linda and I have been very impressed with the quality of service and advice you provided to us in selecting and putting in place annuity arrangements. It is refreshing to deal with a person and a firm where there is a high degree of knowledge and professionalism combined with empathy and a determination to identify and put in place clients’ requirements. We were particularly impressed with the speed and regularity of communication and the ability to help us thread a sensible route through a number of complex issues and options. We look forward to a long term relationship with someone running their own firm rather than the usual ” birds of passage” we have encountered in large firms with a high staff turnover.”
“Thanks for your patience.”
“I would like to thank you for your service and advice, which was first class.”
“I could not have done it without you and I am very grateful for all the work you have put in on my behalf and for all the patience you have shown with my constant emails/telephone calls. I shall certainly recommend you to anyone if asked.”
- J05 – Pension Income Options (CII)
- R01 – Financial Services, Regulation and Ethics (CII)
- Dip PFS – Personal Finance Society Diploma (PFS)
- CF9 – Pensions Simplification (CII)
- MAQ – Mortgage Advice Qualification (CII)
- SV1 – Saving and Investment (CII)
Get in touch with Anna
|Direct Dial||0115 933 84320115 933 8432|
|Mobile||07947 015 08607947 015 086|