Louise Rycroft | Official Profile on The Marque

Louise Rycroft’s Biography

View moreless

Louise Rycroft is a Financial Adviser at award-winning 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... Louise Rycroft is a Financial Adviser at award-winning 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. moreless

Louise Rycroft’s Newsfeed

Investors' Chronicle

How to fund your retirement with property

Louise Rycroft, a financial adviser at Timothy James & Partners, is quoted in an article by Investors' Chronicle regarding retirement planning.

Louise Rycroft’s Background

Timothy James & Partners

Financial Planner

Jul 2018 - Present

London, UK

Timothy James & Partners is a financial services firm, founded in 1995. The company is referral-only and provides financial solutions that are tailored to the client's wants, needs, objectives and financial situation.

Thomas Westcott

Paraplanner

Apr 2017 - Present

London, UK

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.

View allHide

Other Business Interests

The Society of Trust and Estate Practitioners (STEP)

Affiliate Member

London, UK

STEP is the global professional association for practitioners who specialise in family inheritance & succession planning.

Personal Finance Society

Fellow

London, UK

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.

Awards & Endorsements

Professional Adviser Awards

Adviser Firm of the Year

2022

London, UK

At the Professional Adviser Awards in 2021 and 2022, Timothy James & Partners won Adviser Firm of the Year. Individuals and organisations in the financial advisory profession are honoured at this yearly awards ceremony.

Press Releases

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

Louise Rycroft’s Education

University of Plymouth

BA Honours, Business Administration

2006 - 2009