Tilney Financial Planning

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.

55 Offices across the UK

Prydis Wealth Ltd

Are you worried how your loved ones would cope financially if you were unable to work? Are you concerned you’ll never be able to stop working because you haven’t put enough aside for retirement? Are you anxious you’re not making the most of your money and are missing out on potential opportunities as a result? Do you stick your head in the sand when it comes to your personal finances in the hope everything will come good?

If the answer to any or all of these questions is yes, you might benefit from taking financial advice.

Nick Ashwell

I’m a Chartered Financial Planner with Prydis Wealth, a local firm with offices in Exeter, Liskeard and London offering a range of services to individuals and businesses. Before moving back to the West Country a couple of years ago, I worked as an Independent Financial Adviser in the City of London and have spent most of my career in the financial sector.

I’m offering a free consultation to SWBC members. In an informal meeting lasting around an hour, we’ll take a look at the main areas of your finances – ISAs, investments, pensions, savings, mortgages protection policies – and work out your financial objectives.

I’ll then put together a personalised roadmap that sets out your priorities, signposts actions you can take to strengthen your financial situation and flags up any areas of particular concern.

An important part of any financial plan is regular reviews; if you choose, we can arrange annual meetings.
Prydis Wealth is authorised and regulated by the Financial Conduct Authority. For your peace of mind, various investor protection schemes are available.