Tilney is an award-winning financial planning and investment company that builds on a heritage of more than 180 years. Our clients include private individuals, families, charities and professionals, and we look after more than £24 billion on their behalf.
All of our services are underpinned by a disciplined, rigorous investment process and we have amongst the most experienced and qualified professionals. The foundation for Tilney’s success is our focus on providing a high quality, personal service to each of our clients, and we are proud of the recommendations of Tilney’s service that many of our clients make to others. At Tilney, your personal wealth is our personal responsibility.
At Tilney, our financial planners spend their days helping people to achieve their goals. No two clients are the same – our service is personal to you. Our financial planners spend their days helping people to achieve their goals.
The advice we give you could focus on a specific area, such as planning for retirement or passing on your money without paying more tax than is necessary. On the other hand, you may require a comprehensive plan to meet all of your goals and requirements. Your plan can also take into account your investments, whether you invest with Tilney or other providers.
While some will only require a one-off recommendation, for many people the financial plan is the beginning of an ongoing relationship. Your financial planner can work with you over time to ensure that your financial plan adapts to any changes in your health, wealth, tax situation and other personal and family circumstances.
Our financial planners often work hand-in-hand with our investment managers. A financial planner will create the strategy and structure your assets while an investment professional builds your portfolio and makes sure it always reflects your plans. This could be by managing your portfolio for you or advising you on all your investment decisions.