Financial Planning Service

Let us help you achieve your financial goals

How we can help you

At Tilney our financial planners can help you with everything from managing your investments and planning for retirement to Inheritance Tax planning or saving for children.

Achieving financial independence

A plan for your overall finances managed by our financial planners and investment managers.

Find out more

Pensions and retirement planning

Saving for the future and making the most of your pension – whatever you want from retirement.

Find out more

Estate planning and Inheritance Tax

Passing on an inheritance to the next generation and managing an Inheritance Tax bill.

Find out more

Life events

Making the most of your assets when dealing with the unexpected or big changes in your life.

Find out more

Long-term care

Planning for the future and paying for care home fees – either for yourself or a relative.

Find out more

Financial gifts, philanthropy and charity

Giving financial gifts to others, making charitable donations and leaving a legacy.

Find out more

Saving for children

Investing for the children in your life – towards school fees, a first home or just to give them the best possible start.

Find out more

Managing your investments

Let our highly qualified investment managers make all of the decisions for you.

Find out more

These are several of the ways we can help you make the most of your money. Speak to us directly if you have other requirements or would like more information.

Why choose Tilney?

Personal service

There is no one-size-fits-all solution to financial planning. Everyone has different lifestyles and financial circumstances, aims for the future and attitudes towards investing. Our Financial Planning Service always begins with a thorough discussion about what you have and what you want to achieve.

Find out more

Nationwide presence

We have highly qualified financial planners working out of more than 40 offices across the UK. Our financial planners can meet you at your home, workplace or local Tilney office – or we can speak to you over the telephone or email if you would prefer.

Find a Tilney office

Qualified and experienced

If you needed help with a health or legal issue you would want the best doctor or solicitor available. We believe it is the same when it comes to money. This is why all of our financial planners hold or are working towards either Certified or Chartered status.

Meet the team

Expert investment managers

Many people want an expert to manage their investments as part of their financial plan. Unlike many companies where one adviser tries to do both jobs, at Tilney our investment managers and financial planners can work together to provide comprehensive wealth management.

Find out more

Our charges

There is no charge for your inital consultation.

If you proceed with the service we’ll make sure you know exactly how much you’ll be paying before we begin. The fees are usually based on the complexity of the advice that you require and whether we are advising you on a specific area or your overall finances.

Download our free guide

In this guide:

  • Find out more about how our Financial Planning Service works and what sets us apart from others
  • Read about how we can help you with everything from growing your investments to saving for retirement

Download your free guide

Fields marked * are mandatory

No results found

Enter address manually

Find a local financial planner

Book a free, initial consultation with your local financial planner