Our advisers have a wealth of experience, a diverse range of skills and a shared determination to make our customers' financial lives easier.
Tim is a Chartered Financial Consultant giving holistic advice to individuals, companies and directors. Tim joined SHW in 1991 and worked his way up to Managing Director at the age of 26. He has run the company since 1998.
The advice Tim can provide is not only from an adviser focus but also as a business owner, adding a greater perspective to advising companies. Tim will provide expert knowledge on a wide range of financial requirements for creating and maintaining wealth.
Tim’s Chartered status enables him to be well placed to advise and assist high net worth individuals wanting to maximise their investment potential.
Tracy is a Wealth Management Consultant which has strengthened Salisbury House Wealth’s offering to the High Net Worth private client sector. Tracy’s main focus is assisting clients within London and the Square Mile with their wealth management.
Tracy has over 23 years of experience assisting clients with sophisticated investment structures and solutions – delivering bespoke strategies to meet their individual needs.
Tracy’s previous roles have included senior private banker at Coutts & Co, where she worked for 21 years. She also spent two years at Citi Private Bank as a private banker (Director level) advising on investments, securities and derivatives.
Oliver started with SHW straight from school and spent several years working alongside Tim Holmes gaining extensive experience from the Company principle and giving valuable insight to the younger generation and their financial requirements. He also looked at the way we interact with our clients who wish to deal with ourselves using social media. Oliver has experience in all departments within SHW and brings a seasoned but fresh approach to financial advice adding the experience and knowledge gained through his training with Tim together with the enthusiasm to deliver tailored advice on all areas of finance to his clients. Oliver has always provided an outstanding service to SHW clients and has continued to do so as an adviser.