Chloe Timperley

Paraplanner

About Chloe

Chloe’s first role in financial services, in 2015, was a hybrid of compliance and client communications. After sitting her financial planning exams, she became increasingly involved with client work alongside her communications role, until finally making the transition to become a full-time paraplanner at Robertson Baxter in 2019.

Since then, Chloe has worked on a broad range of cases, researching and producing reports on everything from pension consolidation and retirement income planning to socially responsible investing and alternative investment schemes like VCTs and EISs.

Chloe was named Rising Star of the Year in the 2021 Yorkshire Financial Awards, a huge achievement and great recognition for all her hard work and dedication.

After studying English with Creative Writing at university, it’s no surprise that Chloe has a huge love for writing and reading. She has won a publishing competition and has had her very own non-fiction book published!

What others say about Robertson Baxter

In our recent survey 100% of clients view us as their trusted advisers for their financial affairs .

A client in West Yorkshire

88% of people in our recent survey believe working with us has had a positive and meaningful impact on their lives.

A client in West Yorkshire

96% of clients would recommend us to their family and friends

A client in West Yorkshire

Chloe in the spotlight

On an ideal weekend, you can find me

Clambering up a wall somewhere, watching a play, trying not to come last in the pub quiz, curled up with a good book, enjoying wine and pizza with friends, belting out Disney songs when I think the neighbours are out.

My favourite holiday destination is

Santorini

My favourite song to play in the car is

Knights of Cydonia by Muse

If I could be any fictional character, I would be

Elizabeth Harmon from The Queen’s Gambit

If I could turn any activity into an Olympic sport, I would win a medal in

Tea consumption

When the dessert menu arrives, I’m looking for

Something with salted caramel

The three qualities that draw me to new people are

Empathy, open-mindedness, a daft sense of humour

My pet peeve is

When my headphones get violently ripped out of my ears by a rogue door handle or similar (usually when I’m already in a bad mood)

The best gift I’ve ever received is

The Little Mermaid on video (age 6)

The three people at my dream dinner party would be

Rob Brydon, Ruth Jones and Barry Cryer

The three small things that make my day better are

Sweet and salted popcorn, podcasts, doing a favour for someone

Three things I haven’t done so far include

Climbing a mountain, travelling in Asia, changing a tyre