Dore Financial Ltd

Independent Financial Adviser 85 Sinclair Road, Greater London, London, W14 0NR
FCA verified
15th July 2019
Get new insights into your pension, investments and financial plan from an expert who sees the bigger picture.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Timothy Couldwell
MD
Where to find us

85 Sinclair Road, Greater London, London, W14 0NR

About us

Just as you invest your time into what you think is most important each day, your finances should be invested and allocated with the same importance.

Tim Couldwell is an IFA with a difference. He is a qualified Chartered Financial Advisor with more than 20 years’ experience of working with the financial markets, Tim is an expert at seeing the bigger picture and explaining how it relates to your specific financial plan.

Tim can show you how to invest your finances in the most effective ways to suit your chosen lifestyle. He shows you how to mix your ambitions with pragmatism, so you can see exactly what you need to do in order to achieve your goals. Most importantly, he makes sure that you understand exactly what you are doing and why.

Tim's investment review process is both thorough and personal. Whether you are interested in new investments or seeking advice on an existing portfolio, he can ensure that they are optimised for your needs and held on the most appropriate platform.

Our services

Tim offers a full range of financial planning services, with a particular emphasis on pensions and tax planning. His specialist areas include:

• Occupational / final salary pensions
• Personal pension review
• Investment reviews
• Tax planning (HMRC approved schemes such as EIS and VCT)

In particular, Tim can help you to make the best choices for accessing your pension. He also advises on how best to structure your pension, and can carry out pension transfer analysis using the latest proprietary software.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Compliance

Dore Financial Limited is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority

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