About us

At Tilney our aim is to help you achieve financial peace of mind. We are one of the UK’s leading investment and financial planning firms and we have been managing money for more than 180 years. Today, we look after more than £11 billion on behalf of our clients. These clients are individuals, families and charities.

Investment management

If you would like to have your investments managed, Tilney can help.

We provide an award-winning investment management service that enables you to delegate the responsibility for the day-to-day management of your investments to our professional investment managers. Your investment manager, who will be amongst the most experienced and highly qualified in the UK, will manage your investments in line with a set of objectives that you have agreed in advance.

At Tilney, we provide UK and offshore investment management as well as services for US-connected clients.

For those clients who prefer to make their own investment decisions but with support from an expert investment adviser, Tilney also offers investment advisory services.

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Financial planning

Tilney has a large team of financial planning experts available so whether you are seeking assistance with a particular goal, for example retirement planning, or would like to develop a comprehensive financial plan for your future, we can help you.

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.

A key part of our service at Tilney, and one that sets us apart from many other firms, is that our financial planners can work together closely with our investment managers to provide a comprehensive wealth management service. Rather than having a financial adviser that aims to fulfill both roles, you can benefit from our expertise in both areas.

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Tilney has been helping charities manage their money since we first opened our doors for business 180 years ago.

Today, we have a large, dedicated charities team across the UK offering both discretionary and advisory services.

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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.

Meet the team


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