Chartered Financial Planner – Tim Burridge APFS RLP®
Approachable, easy to deal with and well respected Tim prides himself in his work. With 20 years of industry experience 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.
Client Services Manager – Debbie Burridge
Debbie is married to Tim and they have two sons, David and Mark. Debbie has thoroughly enjoyed working at Clover Wealth Management since inception and is integral to Tim’s success. Previous to joining Clover, Debbie gained many years of experience working for Devon County Council and now works primarily with administration and compliance. Debbie enjoys taking part in a local Pilates class as well as reading and walking.
Client Services Assistant – Emma Mitchell
Emma joined Clover Wealth Management in 2009 and is an established and valued long term member of the team, working with Tim assisting in research and preparation of recommendation reports for client meetings. Emma has passed her financial planning certificate (part 1) and has many years experience working in the financial industry. Emma is married and has a young son, Charlie and enjoys running, gardening and Pilates.
Lisa joined our team in 2015, having moved to Devon from Suffolk as her husband Daniel works at the Met Office. They have two young children, Samuel and Phoebe. Lisa has a strong background in the financial industry and works alongside Charlotte helping Tim with the preparation of client meetings and general administration, including minute taking in client meetings . Lisa enjoys spending time with her family, both at home and on day trips.
Client Services Assistant – Charlotte Vanston
Charlotte joined the team bringing with her a wealth knowledge from her previous roles within pension’s administration. Charlotte works alongside Lisa and Tim helping with preparation of client meetings, general administration and is often the first point of contact for our clients providing a friendly face and welcoming smile. Charlotte is married with young twins Adam and Holly and enjoys gardening, decorating and holidays with the family.