At Tilney in Leicester we put your needs first. Part of a respected, nationwide group of financial advisers, Tilney helps its clients meet their financial and investment goals through bespoke, fee-based solutions.
From an initial review of your existing investments to the creation of a long-term plan for your finances, we provide you with both financial advice and wealth management services. We meet with you to discuss and assess your current needs and long-term aims, continuing to review them on a regular basis. You will have a dedicated investment manager focused on delivering your plan.
Our personalised cashflow planning model helps you visualise how long your assets can sustain your desired lifestyle in retirement. We can review your existing assets and restructure them in the most tax-efficient way. If you have a family, we can also look at planning for future generations.
For more information, please download our guide to financial planning or call Tilney today for financial advice in Leicester.
Please fill in your details to book an initial consultation with our experts in Leicester. Also please let us know in ‘Your comments’ which areas are of primary interest to you e. g. Inheritance Tax, pensions, retirement planning or investment planning.
How it works:
Your consultation will be at our cost and there is no obligation to work with us afterwards.
*Please note we do not provide tax advice