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Timothy Turley

Timothy Turley of JWA Financial Planning Ltd is based in Cardiff. Timothy has up to 20 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)

Previous Employment:
Invest Southwest Ltd19/07/2016 to 02/09/2018
Tavistock Partners (UK) Limited28/10/2010 to 06/07/2016
Santander UK Plc15/05/2008 to 15/07/2010
Bank of Scotland plc17/09/2007 to 01/05/2008
Halifax Plc14/02/2007 to 17/09/2007
Aviva Administration Limited12/01/2005 to 18/08/2006
Britannia Building Society04/05/2004 to 17/01/2005
My Pension Expert