Two experts working together with you

A look at our combined financial planning and investment services

Two experts working together with you guide

At Tilney we are firm believers that you are much more likely to achieve your financial goals when you have both a financial planner and investment professional working with you. We call this our two-expert approach and it is at the very heart of what we do at Tilney. In this guide, we interview Financial Planning Partner Stephen Parker and Investment Director Stephen Lawler from our Glasgow office about how they work together.

In this guide:

  • Stephen Parker and Stephen Lawler explain how and why they work together
  • We look at the benefits of having two experts looking after your finances
  • We hear from two clients who entrust their financial planning and investment needs to the two Stephens

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