At Tilney our investment professionals and financial planners help a wide range of people to achieve an equally wide range of goals and ambitions.
Our clients include private individuals, families, charities and professionals, and we look after more than £24 billion on their behalf.
At Tilney, your personal wealth is our personal responsibility.
Speak to an expertYears of
experience
Financial planners and investment managers
Assets under management
Award winning
Our financial planners spend their days helping people at all stages of life to make the most of their money and achieve their financial goals. Their areas of expertise include:
Successful investing takes time, knowledge and dedication – which is why so many people choose to invest with help from our experts. At Tilney we can manage your investments for you, or give you advice on all your investment decisions.
However much involvement you would like, you can rest assured that your money is in good hands. We have some of the UK’s most qualified and experienced investment professionals, and all of our services are underpinned by a disciplined, rigorous investment process.
We provide advice in a wide range of specialist areas. If you are an accountant, lawyer, medical professional, business owner or you work for a charity, you may have complex finances and very little time to dedicate to them. We understand the challenges you face and have the specialist knowledge and expertise to help you achieve your financial ambitions.
At Tilney we don’t have a ‘one size fits all’ approach – our service is personal to you. Some people require a comprehensive financial plan with ongoing management of their investments and regular meetings at their home. Others need a one-off recommendation on a single topic such as retirement which can be given over the telephone. We can help with both and everything in between.
At Tilney we are proud to have been recognised by our clients and industry experts through a wide range of awards.
To book an initial consultation with one of our experts, just fill in your details. Please also 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.
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