Timothy Anderson DipPFS in

Timothy Anderson DipPFS

Examiner · DISC type sc
Wealth Management Consultant at Mattioli Woods plc
📍 London, England, United Kingdom

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
19 Years
Current Role
Wealth Management Consultant
Job Level
Mid-senior
Location
London, England, United Kingdom
Personality Overview

How Timothy shows up

Process Oriented
Tough To Convince
Status Quo Seeker

Being observant comes to them naturally. They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are always well-planned and adopt a systematic approach.

Priorities

Topics Timothy cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2022
Wealth Management Consultant
Mattioli Woods plc
4-2020 - 10-2022
Independent Financial Advisor
Wren Sterling
7-2016 - 4-2020
Financial Planner
Punter Southall
6-2012 - 7-2016
Premier Client Manager in the City of London Professionals Team
HSBC
3-2010 - 7-2012
Senior financial planning manager
HSBC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1990 - 1995
Education details unavailable
Kineton High School
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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