Tim Adams

Certified Financial Planner

Tim is a Director and Key Individual at Custodian Wealth, where he plays a pivotal role in the firm’s continuity strategy. He is also the founder of Haven Wealth, a closely associated partner firm, further strengthening our collaborative approach to client service. 

With over 12 years of experience in the financial services industry, Tim is a CERTIFIED FINANCIAL PLANNER® who brings deep expertise and a client-focused mindset to every engagement. He holds a Bachelor’s Degree in Business Administration and a Postgraduate Diploma in Financial Planning.

 As a proud member of the Financial Planning Institute (FPI), Tim is committed to upholding the highest standards of ethics and professionalism.