Tim Mogford

Chartered Wealth Manager – CFPTM | ChMCSI

After graduating from university with a first-class honour’s degree in Economics, Tim began working for Citibank before moving to work for Royal London. This meant that he already had some useful knowledge of the industry prior to joining Future Asset Management in 2017.

Since joining, Tim has excelled since day one, with the firm providing help and support throughout his development. In March 2018, he received his Certificate in Mortgage Advice allowing him to advise on regulated mortgage products. He subsequently went on to achieve the Diploma in Regulated Financial Planning from the Chartered Insurance Institute (CII) in March 2019, allowing Tim to give advice on all aspects of financial planning, including pensions, investments, mortgages and protection. Furthermore, he achieved the Certified Financial Planner qualification in November 2022 and then Chartered Wealth Manager status in April 2023 from the CISI professional body.

Through his development with the firm, Tim has learnt useful and important skills which have helped him to escalate his knowledge and experience. This brings a new dimension to the firm with his great communication skills, not only with client rapport, but also securing professional connections with like-minded people.

In his role as a Financial Planner, Tim shares our values and aims to always consider the clients’ best interests. He works very closely with Graham as a member of our Investment Committee. His passion for the business is evident and the firm welcomes his input to improve areas such as our internal processes and systems.

Tim enjoys his free time spent with family and friends, walking his dog Oscar and the occasional round of golf.

Accreditations, awards and reviews

Contact details

01656 652199
07891 323331


  • BA (Hons) Business Economics
  • Certified Financial PlannerTM
  • Chartered Wealth Manager
  • Chartered MCSI
  • CII Diploma in Regulated Financial Planning
  • CISI Level 6 Diploma in Financial Planning
  • Certificate in Equity Release
  • Certificate in Mortgage Advice

Other team members