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 an Affiliate Member 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.