Our financial advisers are located in the heart of Edinburgh where we work with clients to plan and manage their investment portfolios. We offer fee-based financial planning and investment advice through our award-winning service. With more than 150 years of experience in the investment industry, Tilney has a proud heritage of success in helping people meet their financial goals.
The Tilney financial planning service incorporates the efficient structuring of your assets including cashflow projection, tax efficiency, pensions and retirement forecasting, investment and portfolio management.
We understand that every person is different. You could be focused on estate planning, tax efficiency or growing your investments and pensions to support your lifestyle. You might have complex financial needs or have definite views about what you want to achieve in life. That is why our expert financial planners and investment advisers are trained to listen to and understand your aspirations and concerns before making any recommendations. Whatever you want from your wealth, you can plan your financial future with Tilney in Edinburgh.
Please fill in your details to book an initial consultation with our experts in Edinburgh. 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