Jim launched TVH Wealth Planning in May 2007 in association with Partners in Planning Financial Services and Qualified Financial Services. He specializes in providing insurance and investment solutions for individuals and small business owners. Jim started in the financial services industry in 1989.

Jim’s broad base of professional knowledge stems from his experience in the fields of banking and insurance. Jim has also worked for a leading trust company as an investment and commercial lending products specialist.

His investment philosophy is based on long-term accumulation and preservation of wealth for his clients. Jim bases his investment strategies on thorough research and analysis of clients’ needs.

Jim recently moved to Newcastle with his wife Carol and also welcomed their new baby girl Serena. He spends his “off” time playing various sports including hockey and soccer, he also enjoys camping and mountain bike riding.