About us

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 £20 billion on their behalf. At Tilney, your personal wealth is our personal responsibility.

Financial planning

Our financial planners spend their days helping people to achieve their goals. You may need advice on a one-off basis for a specific goal such as planning for retirement or managing Inheritance Tax. For more complex needs we can create a full financial plan that covers all areas of your finances.

Our financial planners are located across the UK so wherever you live, we have a knowledgeable, highly qualified financial planner close to you. This aspect of our service is important to many of our financial planning clients who prefer to discuss and plan their finances in person rather than developing a long-distance relationship.

Our financial planners often work hand-in-hand with our investment managers or investment advisers. This is called our two-expert approach and we believe it is the best way to achieve your goals. 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.

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Investment services

We have a range of investment services each underpinned by a disciplined, rigorous investment process and delivered by some of the UK’s most experienced and highly qualified investment professionals.

You may want our investment managers to make all the day-to-day decisions for you. They decide which investments to buy (or sell), how much to invest and when to do so. They review your portfolio and make any changes to ensure it remains suitable to your personal objectives. This gives you more time to do what you enjoy in life, with the peace of mind that your investments always reflect our latest views and best ideas.

If you’d prefer to make your own decisions, our investment advisers can give you expert advice. They will recommend a bespoke portfolio of investments suited to your individual circumstances and attitude to risk. They can then advise you on all your investment decisions to ensure your portfolio remains suitable.

We also offer investment services for charities and US-connected clients.

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Our staff

Our services at Tilney are provided by some of the most highly qualified and experienced investment professionals in the UK.

Awards

At Tilney, we are proud of the awards that we have won. They are excellent recognition from our clients and industry experts of the services that we provide.

View our awards