Tim Baggaley — Independent Financial Adviser in Sheffield
About Tim Baggaley
Tim Baggaley is a Wealth Management Consultant at Mattioli Woods, who believes effective financial planning starts with understanding the person, not simply the numbers. With a background in HR across civil engineering, railway and manufacturing environments, Tim developed strong communication and listening skills that now form the foundation of his approach to wealth management. Tim moved into financial planning eight years ago after recognising how naturally his experience helping people and organisations achieve their goals could translate into advising clients. Today, he works closely with individuals and families to understand their wider circumstances, priorities and ambitions before developing clear, practical strategies around them. His approach goes beyond individual financial products. Tim advises across pensions, investments, ISAs, Inheritance Tax and legacy planning, helping clients consider the bigger picture – from deciding when and how to draw income from their pensions to planning for future generations. He also recognises that good financial planning sometimes means addressing important decisions outside investments, such as putting appropriate powers of attorney in place. For Tim, trust is built through honest conversations, genuine interest and advice that clients can understand. His focus is not on finding the most complicated solution, but on finding the right one for each individual and giving them confidence in their financial decisions. Outside work, Tim is heavily involved in hockey. He captains Rotherham Hockey Club’s men’s second team, regularly volunteers as an umpire and has coached junior teams. He is also a keen live music fan and enjoys attending gigs with his son.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Tax Planning
- Investment Management
- Inheritance Tax Planning
- Pension Planning
- Estate Planning
- Later Life Advice
Qualifications
Diploma in Regulated Financial Planning (CII) Certificate in Mortgage Advice (CII)
Regulation
Tim Baggaley is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Tim Baggaley an FCA-regulated financial advisor?
Yes. Tim Baggaley is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Tim Baggaley offer?
Tim Baggaley offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Tim Baggaley?
Fees vary depending on the service, the complexity of your situation and the assets involved. Tim Baggaley will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
Tim Baggaley is an independent financial advisor, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Tim Baggaley?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Tim Baggaley directly through the contact form.
Does Tim Baggaley work with clients outside Sheffield?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Tim Baggaley is based in Sheffield but you can confirm preferred meeting locations and video options when you book your initial call.