Tim Mogford DipPFS Cert CII (MP)

Financial Adviser


T: 01656 652199

M: 07891 323 331
E: tim@famllp.com



  • BA (Hons) Economics
  • R01 – Financial Services, Regulation & Ethics
  • R02 – Investment Principles & Risk
  • R03 – Personal Taxation
  • R04 – Pensions & Retirement Planning
  • R05 – Financial Protection
  • R06 – Financial Planning Practice
  • CF6 – Mortgage Advice
  • Certificate in Mortgage Advice
  • Diploma in Regulated Financial Planning

About Tim

After graduating from University with a first-class honours degree in Economics, Tim began working for Citibank before moving to work for Royal London.

Tim then joined Future Asset Management in 2017 and has excelled since day one. Some of his current duties are to construct Financial Plans, prepare Investment Recommendation Reports and to collect data for the internal Investment Committee.

In March 2018, Tim received his Certificate in Mortgage Advice allowing him to now advise on regulated Mortgage products.

Tim achieved the Diploma in Regulated Financial Planning from the Chartered Insurance Institute (CII) in March 2019 allowing him to give advice on all aspects of financial planning, including pensions, investments, mortgages and protection.

He is now a Financial Adviser within the company but his training is still ongoing.

Next stop for Tim is to gain Chartered Member status with the CII.