Tim Beck has a wealth of experience in financial services, alternative investments and self-invested pensions.
In a career spanning over 30 years, Tim began as a Life Office Administrator with Commercial Union before being recruited as a Trainee Sales Consultant. He later joined Clerical Medical where he worked for six years as a City Centre Sales Consultant and Sales Team Leader.
Tim went on to join Trinity Financial in 1995 as an IFA before moving in 1996 to James Hay Pension Trustees Limited, a specialist SSAS company, where he worked as a Pensions Consultant and IFA.
It was whilst working at James Hay that Tim found his niche in the marketplace, rising through the ranks to Regional Sales Director (North) and later becoming part of the Rowanmoor Pensions Management Buy Out team in 2006. He later formed the National Sales Team in his capacity as National Sales Director and brought the newly launched SIPP to the IFA market.
In a successful career of over 17 years working at Rowanmoor Group Plc, Tim specialised over the last four years in Alternative Investments, working closely with Alternative Investment Providers and has an in-depth knowledge of structure, legal framework, legislation and routes to the market.
He left Rowanmoor in 2013 and later formed Broadwood Assets Limited.
Julia Beck has over 20 years’ experience in the Banking, Pensions and Finance Industry, having previously worked for both a major High Street Bank and a leading SSAS/SIPP Pension Provider.
Over the years Julia has worked in various key office roles including as a PA to a Financial Planning Manager, a Banking Business and Budget Analyst and at Senior Administration level for a Pension Company.
Julia has attained a wealth of knowledge and understanding of the Finance Industry and gained valuable skills in customer service, time management, accounting, computing administration and business support.
Making best use of her work experience in 2012 Julia set up her own business providing a contract based PA support service for both corporate and personal clients, before going on to form Broadwood Assets Ltd with Tim Beck in 2013.