Tim Alexander-Dann
FCII APFS, Chartered Financial Planner
Tim Alexander-Dann is a director of Alexander Dann Wealth Management, a Senior Partner Practice of St. James's Place, having joined the organisation in 1994, when it was known as J Rothschild Assurance.
Tim has so far had a 30-year career at St. James's Place, building strong relationships with his clients. Tim continues to be as active as ever, whilst continuing to work in a slightly lesser capacity. Tim continues to volunteer in Debt Advisory Counselling, and enjoys time with family, friends and his dog Milo.
About
Tim is a Chartered Financial Planner and Fellow of the Chartered Insurance Institute with over 30 years’ experience in Retirement Planning, Investment Planning, Intergenerational Planning and Tax Planning.
Since 1997, Tim has been forming long-term trusted relationships with High Net Worth individuals who are senior in their professions or have recently retired (as well as their families). Our focus is to help you achieve financial wellbeing in today’s markets.
Tim can provide comprehensive financial planning and wealth management services and should any of these services benefit you, or you have a referral in mind, please do feel free to contact us.
Outside of work, Tim is a family man and lives in South West London.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
