From your first face-to-face meeting, Tilney in Slough aims to build a long-term relationship with you and create a financial plan to meet your needs. We provide you with expert financial advice which includes reviewing your current financial situation, working with you to build a financial strategy and putting your investments to work to achieve your future goals.
Tilney in Slough provides expertise in areas such as pensions and retirement planning, investment and portfolio management, tax mitigation, cashflow forecasting and estate planning. We will meet to review your objectives at least once a year and ensure that the agreed financial planning strategy and the approach taken with your investment portfolio continue to reflect your needs.
Our greatest source of new business is through personal referrals from existing clients and we have won numerous national awards for our financial planning and investment services. Whether you are working, retiring soon or already retired, call us to see how we can create a financial plan for your future.
Please fill in your details to book an initial consultation with our experts in Slough. 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