Founded in 2017 to bring an institutional approach to the management of private client investments, we are a dynamic firm with a steadfast commitment to investment excellence and client service.
We seek to serve our clients over multiple decades and generations.
We assess your current finances, chart your future goals, and create a tailored financial plan. This approach enables you to maintain your desired lifestyle while securing a lasting legacy for the future.
We use our extensive investment expertise to effectively implement your financial plan and provide continuous management of your investments, ensuring sustained growth and stability over time.
Whether you’re building wealth, planning for retirement or safeguarding assets for future generations, our team provides comprehensive guidance to help you achieve your financial goals efficiently and effectively.
We consistently deliver exceptional service and are committed to providing long-term support for you and your family’s financial future.
Chartered Financial Analyst, Founder and Director
Scott is a passionate advocate for his clients. Whether working with grandparents to plan the eventual transfer of their wealth, guiding higher-earning professionals when building their wealth or advising fellow business owners, he consistently provides steadfast guidance, exceptional service, and unwavering integrity.
Scott has served private clients and their families since founding TindleWealth in 2017. Before this, he was a vice president in the equities department at Barclays Capital and co-founded the fintech firm Finimize. He became a CFA charterholder in 2012.
Scott is a keen golfer and a nascent gardener, although his weekends are typically spent spending time with his wife, their young son and their labrador, Skye.
Paraplanner
Amy is laser-focused on delivering for our clients, ensuring that their financial planning needs are addressed swiftly and knowledgeably.
Amy has worked in the financial services industry since 2016 and has been a paraplanner since 2018. Before joining TindleWealth in 2023, Amy was a Senior Paraplanner at another boutique wealth management firm where she managed a team of paraplanners.
Amy is working towards the Chartered Financial Planner designation.
In her free time, when she doesn’t have her nose in a book, Amy can be found walking in the countryside with her family and is especially happy in the Lake District.
Analyst
Julius joined TindleWealth in January 2024 to bolster our investment management services.
With experience in financial services since 2021, Julius holds the Investment Management Certificate (IMC) and is working towards the Chartered Wealth Management designation to further enhance his expertise.
Julius likes to balance his free time between keeping fit, socialising with friends and travelling. He plays cricket for a team in London and is a devoted Arsenal fan who can often be found at the Emirates when he can get tickets!
Scott is a passionate advocate for his clients. Whether working with grandparents to plan the eventual transfer of their wealth, guiding higher-earning professionals when building their wealth or advising fellow business owners, he consistently provides steadfast guidance, exceptional service, and unwavering integrity.
Scott has served private clients and their families since founding TindleWealth in 2017. Before this, he was a vice president in the equities department at Barclays Capital and co-founded the fintech firm Finimize. He became a CFA charterholder in 2012.
Scott is a keen golfer and a nascent gardener, although his weekends are typically spent spending time with his wife, their young son and their labrador, Skye.
Amy is laser-focused on delivering for our clients, ensuring that their financial planning needs are addressed swiftly and knowledgeably.
Amy has worked in the financial services industry since 2016 and has been a paraplanner since 2018. Before joining TindleWealth in 2023, Amy was a Senior Paraplanner at another boutique wealth management firm where she managed a team of paraplanners.
Amy is working towards the Chartered Financial Planner designation.
In her free time, when she doesn’t have her nose in a book, Amy can be found walking in the countryside with her family and is especially happy in the Lake District.
Julius joined TindleWealth in January 2024 to bolster our investment management services.
With experience in financial services since 2021, Julius holds the Investment Management Certificate (IMC) and is working towards the Chartered Wealth Management designation to further enhance his expertise.
Julius likes to balance his free time between keeping fit, socialising with friends and travelling. He plays cricket for a team in London and is a devoted Arsenal fan who can often be found at the Emirates when he can get tickets!
We partner with Raymond James Investment Services Limited for client reporting, trade execution, and administrative services. Its parent company, Raymond James Financial Inc., is a Fortune 500 company that manages more than £500 billion in client assets globally. Raymond James Investment Services Limited is a member of the London Stock Exchange and is regulated by the Financial Conduct Authority.
Client investments are held at Pershing Securities Limited, one of Britain’s largest custodians with more than £70 billion of client assets. It is part of the Bank of New York Mellon Corporation and oversees more than $48 trillion in client assets globally. Pershing Securities Limited is authorised and regulated by the Financial Conduct Authority.
This setup ensures independent monitoring of our clients’ investment performance and secure safeguarding of their assets. Clients never deposit their money directly with TindleWealth. We partner with these institutions to protect investments and enhance our credibility.
You can read more about the safety of our clients’ assets here.
Tindle Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (FCA number 826467).
Tindle Wealth Management Limited is registered in England, Companies House number 10937225. Our registered address is 1 The Sanctuary, London, SW1P 3JT. Our VAT number is 299894113.
The Financial Ombudsman Service is available to address individual complaints that clients and financial services firms are not able to resolve themselves. To contact the Financial Ombudsman Service, you may visit www.financial-ombudsman.org.uk.
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