Tim - South WestChange Region
Tim Haddon
Financial Planning Consultant Area Covered: South WestTim spent 7 years teaching before joining Medical Sickness Society in 1988 and then Legal & Medical in 1999. He specialises in advising dentists and regularly presents to Foundation and other dental groups throughout the Somerset and Devon area. He is also a member of our Investment Committee.
He holds the Diploma for Financial Advisers (DipFA®) and the Certificate in Financial Planning (Cert PFS, formerly FPC) qualifications.
Tim is married to Lucie and has 3 grown-up sons. He enjoys most sports, is a poor but enthusiastic golfer (it’s an age thing!) and, when possible, spends most weekends walking on Exmoor with his family and dogs, Bertie and Lottie.
You’ll never hear Tim say: Sorry, not interested (unless it’s a nuisance call!)
Scroll down to see Tim’s most recent blog posts.
What's new by Tim
HMRC Calculator: Check if you’ve overpaid annual and lifetime allowance tax
Are you a medical professional owed an overpaid tax rebate? Any doctor, dentist or medic affected by the McCloud Remedy…
How do you turn a bright idea into a tax-efficient Unicorn?
Believe it or not, there are over 91 Unicorns in the UK1. No, I haven’t lost my mind, and I…
Should you invest monthly or in one lump sum?
Is it better to save up and invest a lump sum or invest on a monthly basis? Saving regularly certainly has many benefits…
Too healthy to have a heart attack? – A cautionary tale
So how do I/we end up in A+E promising my lovely, healthy eating, Exmoor loving, regular swimming, Snowdon climbing wife…
Are you buying or selling a dental practice?
The buying and selling of a dental practice typically involves the buyer getting a bank loan to pay the seller….
5 tips when buying a dental practice
Buying a dental practice and saying goodbye to the relatively worry-free days of being an associate is a big decision….
Do you pay more tax than others?
You’ve almost certainly looked at how much tax you pay and nearly fallen over backwards in shock! Have you ever…