Our employees are able to work remotely so that they can follow social distancing rules while continuing to advise clients and manage portfolios. To help us during these unusual times, wherever possible please avoid sending post to our offices – instead, please use email or phone, or secure messaging available via My Tilney.

Investment advice

Expert advice on your investment decisions

Our Investment Advisory Service is designed for those who want to manage their own money but would like support from a professional investment adviser. Your adviser will recommend an investment portfolio to suit your needs and can provide ongoing advice on all your investment decisions.

Speak to an expert

Why choose Tilney?

A dedicated adviser

You will work with a single investment adviser who will contact you whenever there is something you need to know about. For example, if our view on a fund you hold changes or there are new opportunities to switch your investments. They will also be available to talk to you about recent events or the economy.

Personalised advice

Your adviser will work with you to understand your current situation and attitude to investing before recommending a suitable portfolio. This could be a bespoke portfolio or one of the funds managed by our Central Investment Team. All of the advice given will be tailored to you, your circumstances and your aims.

Award-winning service

Our Investment Advisory Service has won numerous awards. Most recently Tilney was named Best Conventional Advisory Service at the City of London Wealth Management Awards 2018.

Investment expertise

You will benefit from the expertise and experience of our Central Investment Team, as well as your investment adviser. This is because all of the advice we give will be based on our robust investment philosophy and process.

“I want to make the most of life. I'm very busy, and if I had to pore over financial reports and the pages of newspapers just to keep this portfolio alive, then I wouldn't be able to do all that I currently do!” Noel Ayling Investment Advisory Service Client

Our investment philosophy and process

All of the investment advice we give is built on our Central Investment Team’s robust investment philosophy and process. This will be used as the basis for your initial portfolio recommendation and any ongoing support on your investment decisions.

Find out more

Book an initial consultation

Please fill in your details to book an initial consultation with our investment experts.

How it works:

We will call you back to find out more about your aims and requirements
One of our investment experts will then be in touch at a convenient time, either over the phone or at your home, workplace or local Tilney office
You will be able to ask any questions you have and find out more about investing with Tilney

Your consultation will be at our cost and there is no obligation to work with us afterwards.

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