Financial Planning Service

Let us help you achieve your financial goals

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A personal service

No two clients are the same – our service is personal to you. You may need one-off advice for a specific goal, or a plan for your overall finances with ongoing support on your investments.

Advice in a specific area

Our financial planners can help you to reach a specific goal. You may want to make sure you have saved enough money for the retirement you want, or pass on an inheritance without paying more tax than is necessary.

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A full financial plan

We can create a financial plan to meet all your goals and requirements. Your plan will be tailored to your individual circumstances and priorities, taking into account every aspect of your finances.

Combined financial planning and investment services

Our financial planners and investment professionals can work together to help you reach your goals. Our investment advisers can give you support or our investment managers can make.

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How we can help you

We can help you with everything from planning your retirement to passing on an inheritance, either on a one-off basis or as part of an ongoing service.

Retirement planning

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

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Estate planning and Inheritance Tax

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

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Life events

Managing your finances when there are unexpected or significant changes in your life.

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Long-term care

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

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Financial gifts, philanthropy and charity

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

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Saving for children

Investing for the children in your life – towards school fees, a house deposit or just a head start in life.

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Why choose Tilney?

Personal service

Everyone has different lifestyles and financial circumstances, aims for the future and attitudes towards investing. Our service always begins with a thorough discussion about what you have and what you want to achieve.

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Nationwide presence

We have highly qualified financial planners working 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.

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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.

Expert investment professionals

Investments may form an important part of your financial plan. Unlike many companies where one adviser tries to do both jobs, at Tilney our investment professionals and financial planners can work together to help you achieve your goals.

Our charges

There is no charge for your initial 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 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 guide

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Book a free, initial consultation with your local financial planner