Angela Jarvis | Official Profile on The Marque

Angela Jarvis’ Biography

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Angela Jarvis is a skilled Financial Consultant at Timothy James & Partners, an independent financial advisory firm that was awarded Adviser Firm of the Year at the Professional Adviser Awards in 2021 and 2022.

Part of the Waverton Group, Timothy James & Partners was founded in 1995 and is situated in London. It currently manages approximately £1.4 billion in client assets and is a referral-only firm. TJP works with accountants, solicitors, agents and existing clients, and specialises in advising self-employed individuals, business owners and entrepreneurs.

Angela offers financial advice on all areas, including mortgages, life cover, investments and pensions. As a pension specialist she has a strong understanding of the complexities of pensions, including lifetime allowance planning. The more complex the situation, the better – Angela’s goal is to make the complex simple.

She enjoys helping those who have not had experience dealing with their finances in the past, such as divorcees and those who are inheriting. Her focus is on helping them understand finances and to feel empowered... Angela Jarvis is a skilled Financial Consultant at Timothy James & Partners, an independent financial advisory firm that was awarded Adviser Firm of the Year at the Professional Adviser Awards in 2021 and 2022.

Part of the Waverton Group, Timothy James & Partners was founded in 1995 and is situated in London. It currently manages approximately £1.4 billion in client assets and is a referral-only firm. TJP works with accountants, solicitors, agents and existing clients, and specialises in advising self-employed individuals, business owners and entrepreneurs.

Angela offers financial advice on all areas, including mortgages, life cover, investments and pensions. As a pension specialist she has a strong understanding of the complexities of pensions, including lifetime allowance planning. The more complex the situation, the better – Angela’s goal is to make the complex simple.

She enjoys helping those who have not had experience dealing with their finances in the past, such as divorcees and those who are inheriting. Her focus is on helping them understand finances and to feel empowered to take control of their own future. Angela places a great emphasis on people; advice is much more than numbers on a page – it is about helping people reach their goals.

Angela began her career in financial advice in 2002 in a support role, where she was inspired by others to pursue a career as a financial advisor. She is passionate about helping people in furthering their careers and is an advocate for greater female representation in the industry.

She is a Personal Finance Society Fellow and a Chartered Financial Planner, having obtained the highest industry qualification awarded by the Chartered Insurance Institute (CII). moreless

Angela Jarvis’ Background

Timothy James & Partners

Financial Consultant

May 2005 - Present

London, UK

Timothy James & Partners is an award-winning financial services firm. It offers customised financial solutions based on a client's needs, interests, financial status and goals. The company was founded in 1995.

CW Consultants

Financial Consultant

2004 - 2005

London, UK

CW Consultants was a financial management consulting firm. The firm worked with leading companies and the government to address critical finance, technology and business goals. CW Consultants was acquired by Timothy James & Partners in 2005.

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Accreditation

Chartered Insurance Institute

Chartered Financial Planner

London, UK

The Chartered Insurance Institute is a professional association for the insurance sector. The CII was founded more than a century ago to enhance public confidence in the insurance market.

Personal Finance Society

Fellow

London, UK

The Personal Finance Society is a professional society in the United Kingdom committed to financial planning, with the goal of increasing consumer confidence via knowledge and expertise. Following her qualification as a Chartered Financial Planner, the highest industry qualification awarded by the CII, Angela became a Fellow of the Personal Finance Society.

Memberships

Women in Business Network

Member

London, UK

The Women in Business Network's mission is to build communities of business women who cultivate strong business relationships. Its members include women in professional services, those who are self-employed and women who are engaged in SMEs.

Awards & Endorsements

FT Adviser Top 100 Financial Advisers

Awardee

Oct 2022

Professional Adviser Awards

Adviser Firm of the Year

2022

London, UK

The Professional Adviser Awards is an annual awards ceremony that honours the accomplishments and performance of financial advisers and firms. Timothy James & Partners was awarded the Adviser Firm of the Year award in 2021 and 2022.

Press Releases

For more news and updates, please click the Timothy James & Partners logo.

Angela Jarvis’ Education

Staffordshire University

English Literature