Tina Winter

My role

I am now a Consultant with Balance Wealth,  having stepped back from being a front line Financial Planner, so I’m no longer giving financial advice to clients.  I am a Registered Life Planner and a Certified Financial Coach Practitioner and plan to continue to use the skills I have developed in those areas supporting the ongoing development of the fantastic team at Balance Wealth Planning. You’ll also find me presenting webinars and seminars about retirement – something I’m not quite fully ready for myself!

Background

I started my career in Tax in 1975,  moving into Financial Planning in 1985 and have had a long and varied career working for HMRC, a national accountancy firm, a Private Bank and a number of Financial Advisory firms culminating in joining Balance Wealth since 2017, which has been a great place to land.

What’s important to me

I’m a big fan of people, I think they’re the most interesting thing in the world. In recent years I’ve moved away from learning about financial matters to studying Psychology and Coaching because I want to understand what makes people tick and how I can help them find their best lives.

I love music, mainly listening to and watching live music, and I sometimes play and sing myself. I aim to keep fit with walking, swimming and Pilates. I’ve travelled a lot with my husband over the years and we’re keen to do more of it in the future.  We have a grown-up son and three cats.

Qualifications

• Chartered Financial Planner
• Fellow of the Personal Finance Society
• Registered Life Planner
• Certified Financial Coach Practitioner