Angela Jarvis

Financial Adviser

Biography

I am an Independent Financial Adviser at Timothy James & Partners. We offer bespoke financial advice and operate on a referral only basis. We deal with a large number self-employed and small business owners but also work with divorcees, retirees and employed people. I am a Chartered Financial Planner and a Fellow of the PFS.

I offer holistic financial planning advice and can advise on all areas including mortgages (including equity release), life cover and protection, investments and pensions. I am also one of the firms Pension Transfer Specialists and can therefore advise on defined benefit transfers. Often I advise clients at a moment of change, moving towards retirement, divorcing or maybe buying their first home.

I joined Timothy James & Partners in 2005, having worked in the industry since I graduated in 2002.