
Tim Crew
My unlikely career in financial services began on what was supposed to be a ‘temporary’ basis whilst studying.... | United Kingdom
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Tim Crew’s Location United Kingdom
Tim Crew’s Expertise My unlikely career in financial services began on what was supposed to be a ‘temporary’ basis whilst studying. Almost 30 years later, I’m still in financial services and now part own/run a number of established FS businesses as well as a property development business and a business that invests in other businesses. I would like to think I am an experienced business leader with a track record of successfully turning vision into reality. Having specialised in operations in both large and small businesses I have extensive experience in building teams, establishing infrastructure, introducing and aligning effective and efficient systems & processes, implementing continuous improvement and delivering on ambitious strategies. I have been involved in numerous successful start-ups, business turnarounds, MBOs, acquisitions and sales all of which I have endeavoured to manage and lead with fun, care and compassion. I have been fortunate and am grateful for the insights gathered on my business journey to date - including those gained from the many setbacks and challenges encountered along the way. I now enjoy exploring how I can use this experience to benefit others both within and beyond the businesses I have established and developed to date. I am privileged to co-own/run the True Wealth Group – a group of financial planning wealth management firms that seeks to make a positive difference in the lives of our clients, our team, our sector and our society. We have built a fantastic team and come a long way since our launch 5 years ago but still have a way to go to meet our ambitious 2030 goals. For details of our Purpose, Vision, Mission, and core values see https://www.truewg.com/our-purpose. If you: • are a financial adviser who is looking to sell their business to a truly client-centric, values driven outfit that will care for your clients and team • are a business with high-net-worth clients that would like to establish its own true financial planning wealth management firm and would like to explore entering a joint venture with us • are a potential financial planning client who is seeking guidance in finding their ‘true wealth’ • want to discuss how we can help with initiatives relating to financial wellbeing or positively influencing our profession or having other positive impact on society • believe we have other mutual interests and potential synergies that we could advance together I’d love to hear from you.
Tim Crew’s Current Industry Upstanding Ventures
Tim
Crew’s Prior Industry
Ppml Avco Financial Services Alliance And Leicester Royal Bank Of Canada Halifax Leeds Permanent
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Pearson Jones
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True Financial Planning
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Mlp Private Finance
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True Wealth Management
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Macquarie Bank
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Veracity Asset Transformation Service
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Upstanding Enterprises And Developments
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Law Society Financial Advice
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True Wealth
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Upstanding Ventures
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Work Experience

Upstanding Ventures
Co Founder/Owner and Executive Director
Tue Jan 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
True Wealth
Co-Founder/Owner and Executive Director
Wed Nov 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Law Society Financial Advice
Executive Director
Mon Jun 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Upstanding Enterprises And Developments
Co Founder/Owner and Executive Director
Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Veracity Asset Transformation Service
Chief Operating Officer
Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Macquarie Bank
Head of Operations - Financial Planning
Sun Mar 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Dec 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
True Wealth Management
Co-Founder and Executive Director
Sun Jul 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Mlp Private Finance
Head of Business Operations
Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
True Financial Planning
Company Secretary
Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
Pearson Jones
Self Administered Pensions Manager
Fri Jan 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)
Ppml Avco Financial Services Alliance And Leicester Royal Bank Of Canada Halifax Leeds Permanent
Various roles before, during and after going to University and travelling the world for 2 years
Wed Jan 01 1992 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time)