Managing Director / Chartered Financial Planner & Independent Financial Adviser
Approachable, easy to deal with and well respected Tim Burridge APFS RLP® prides himself in his work. With over 20 years of industry experience as a financial adviser Tim is well versed in all aspects of Financial Planning. He is a Chartered Financial Planner (a degree level qualification), an Associate of the Personal Finance Society, a Registered Life Planner and was the Personal Finance Society Chartered Champion for the South West region .
“Thank you Tim for all the hard work you’ve put into sorting out our financial affairs, taking the time to explain things to us in a way we can understand and always being there to help. We are so pleased we have found a financial adviser we can really trust”.
Mr & Mrs A, Senior Risk Consultant & Business Manager
More about Tim
Previous to becoming an Independent financial adviser Tim had many years of experience in the industry working for a major high street bank. Wanting to be independent of influence and establish long term relationships with clients Tim joined a regional Independent Financial Adviser firm in 2002 allowing him to offer impartial advice from the entire market, products which he felt could truly help clients to reach their financial goals.
Tim sat many technical examinations to achieve the highly qualified status of Chartered Financial Planner (equivalent to degree level). Thus ensuring the financial advice he gives is well qualified, comprehensive and highly valued by clients. Tim set up Clover in 2008 and the firm was approved to be ‘Chartered’ by the Chartered Insurance Institute. As part of the local financial community he was chosen as ‘Chartered Champion’ for the Personal Finance Society in the Exeter region in 2010.
Tim continues to develop his skills to benefit his clients and in 2012 qualified as a ‘Registered Financial Life Planner®’. He has undertaken specialist training to become fully qualified as a Kinder Registered Life Planner®.
Each year Tim and the team at Clover Wealth look to raise money for charity. The 2018 chosen charity is Children’s Hospice South West with the team taking part in a Rainbow run. Over the last five years we have supported Hospiscare, Alzheimer’s Society, Devon Air Ambulance, Macmillian, Bowel Cancer UK and are very proud to have raised over £10,000 in total for all of these deserving causes.
Tim is also a qualified table tennis coach, enjoys tennis and golf and spending time with Debbie and his two sons, David and Mark.