What do you want from your future?

Whatever you want from your future, we’ll work with you to shape your finances and develop an investment approach that helps you get there. Find out more about what we can do for you and meet some of the people like you that we’ve already helped.

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What we do

Tilney is an award-winning financial planning and investment company. We work with you to understand what you want to achieve with your money, then create a financial plan or investment approach to help you get there. We have been doing this for more than 180 years and we currently look after more than £23 billion for our clients.

Financial planning

Whatever you want to achieve with your money, we can create a financial plan to help you reach your goals. Our experts can give you advice on a one-off basis or as part of an ongoing service with a dedicated financial planner.

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Investment services

We offer a range of award-winning investment management and advisory services delivered by some of the UK’s most experienced investment professionals. All of our services are built on the expertise of our Central Investment Team.

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Pensions and retirement

Our financial planners can help you achieve the retirement lifestyle that you want and deserve. This could be by reviewing your current pensions, forecasting your retirement finances or helping you take an income tax-efficiently.

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Estate planning and Inheritance Tax

People speak to us about estate planning for many different reasons. Some want to make gifts for the next generation or leave money to charity when they die, others want to reduce an Inheritance Tax bill.

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Long-term care

We have experts who specialise in care fees and later life planning. They can show you if you are eligible for funding, show you if you can afford care fees and help you to find the best method of paying for care.

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We want to make your future happen

We can help you achieve what you want from the future. Learn how we do this and what our clients think of the Tilney journey below.