Louise Rycroft is a Financial Adviser at Timothy James & Partners. She provides financial planning and investment advice to private individuals.
For example, analysing financial circumstances and putting together a tax-efficient plan to:
• Help people to build their savings
• Plan for retirement
• Minimise their inheritance tax liability
In her early career, Louise was a Paraplanner at Old Mill, financial experts advising individuals and businesses on accounting, tax matters and overall financial planning. After a successful stint at Old Mill, Louise took on the position of Paraplanner at Thomas Westcott Chartered Accountants. Subsequently, Louise joined Timothy James & Partners, an independent financial planning firm, and has added to her extensive experience, building bespoke financial plans for both families and individuals as well as building her expertise in trusts and estate planning.
Louise has achieved multiple accreditations, including the industry’s highest qualification awarded by the Chartered Insurance Institute, the Chartered Financial Planner qualification. In addition, Louise is a Fellow of the Personal Finance Society and a Full Member (TEP) of The Society of Trust and Estate Practitioners (STEP).
Prior to her career, Louise graduated from the University of Plymouth with a BA Hons in Business Administration.
Timothy James & Partners is a financial services firm, founded in 1995. The company provides financial solutions that are tailored to the client's wants, needs, objectives and financial situation.
Thomas Westcott is a chartered accountant, founded in 1985. The financial and accounting adviser offers advice on investments, taxation and planning to both evolving businesses and already established businesses.
Old Mill is a chartered accountant and financial adviser that provides wealth management in the South West of England. Since 2006, the company has more than doubled in size.
The Personal Finance Society is a professional association dedicated to the financial planning industry in the UK, with an aim to develop the confidence of the consumers, through knowledge and professionalism.
