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Andy Bracken

Financial Consultant & Chair of the Investment Committee

Timothy James & Partners

London, UK

Andy Bracken
Peter Boyd
Time4Good Group
Sanjay Brahmawar
Software AG

Andy’s Biography

Andy Bracken is an expert independent financial adviser with more than 35 years’ experience in the financial services industry. He is a Financial Consultant and serves as Chair of the Investment Committee at award-winning Timothy James & Partners, where he has worked since 1997.

Established in 1995, Timothy James & Partners is an introduction-only, London-based independent financial advisory firm that manages ~£1.4 billion worth of client investments. The company was awarded the Professional Adviser Awards' Adviser Firm of the Year honour in 2021 and 2022, and forms part of the award-winning Waverton Group.

Andy’s principal role at the firm is to assist his clients in all facets of their financial planning. His experience ranges from trusts, strategy, investments and retirement planning to capital raising and mortgages.

Key to the company’s growing relationship with the Waverton Group and other third parties, Andy has helped to develop the unique investment offerings available to Timothy James & Partners' clients. He also writes their yearly Investment Report and numerous documents...
Andy Bracken is an expert independent financial adviser with more than 35 years’ experience in the financial services industry. He is a Financial Consultant and serves as Chair of the Investment Committee at award-winning Timothy James & Partners, where he has worked since 1997.

Established in 1995, Timothy James & Partners is an introduction-only, London-based independent financial advisory firm that manages ~£1.4 billion worth of client investments. The company was awarded the Professional Adviser Awards' Adviser Firm of the Year honour in 2021 and 2022, and forms part of the award-winning Waverton Group.

Andy’s principal role at the firm is to assist his clients in all facets of their financial planning. His experience ranges from trusts, strategy, investments and retirement planning to capital raising and mortgages.

Key to the company’s growing relationship with the Waverton Group and other third parties, Andy has helped to develop the unique investment offerings available to Timothy James & Partners' clients. He also writes their yearly Investment Report and numerous documents relating to the company’s Investment options, meets with fund groups, and arranges group discussions for the firm’s growing team of consultants.

Andy holds a DipPFS qualification from the FCA, the UK's financial conduct regulatory body.
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Andy’s Newsfeed

City Wire
Advisers hamstrung by confusing fund transaction costs

Andy Bracken, Financial Consultant at Timothy James & Partners, is quoted in an article discussing how transaction costs relating to performance is perplexing, as long as fund managers are free to choose their own calculation method.

Andy’s Background

Timothy James & Partners
Financial Consultant & Chair of the Investment Committee
Jul 1997 - Present
London, UK
Founded in 1995, Timothy James & Partners is an influential financial services firm. The company offers customised financial solutions based on a client's interests, needs, goals and financial status. Specialising in working with self-employed individuals, business owners and entrepreneurs, TJP is a referral only firm that works with accountants, solicitors, agents and existing clients.
NPI
Sales Consultant
Feb 1990 - Jul 1997
London, UK
NPI (National Provident Institution) was a leading mutual insurance company specialising in pensions and investments. Andy worked in the sales side of that business initially but increasingly worked on the development and promotion of investment offerings including the highly successful Global Care range of Ethical funds. NPI has fully demutualised and is now part of the Phoenix Group.

Current Board Positions

Timothy James & Partners
Chair of the Investment Committee
London, UK
Andy is the Chair of Timothy James & Partners' Investment Committee, and has played a key role in the creation of the unique investment opportunities offered to customers, as well as the growing partnership with Waverton and other third parties.

Media

Discretionary Fund Managers. What is the winning formula?
Quoted
Jan 2019
In this article about Discretionary Fund Managers, Andy talks about a change in the type of questions clients ask independent financial advisers in recent years.

Interviews

Asset allocation roundtable
Participant
Jan 2020
Financial advisers Andy Bracken, Steve Buttercase and Andy Butcher sit down with CityWire to discuss the investment choices made by their respective firms.

Accreditation

FCA | Financial Conduct Authority
Diploma in Regulated Financial Planning
London, UK
The Financial Conduct Authority (FCA) is the UK's financial services industry regulatory body.

Awards & Endorsements

Professional Adviser Awards
Adviser Firm of the Year
2022
London, UK
The Professional Adviser Awards is an annual awards ceremony that recognises the success and accomplishments of financial advisers and adviser businesses. Timothy James & Partners was named Adviser Firm of the Year in 2021 and 2022.