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.

The Tilney podcast – pension edition

We’ve recorded a special pension edition of the popular Tilney podcast for Pension Week. In this edition, we’ve put three of Tilney’s pension experts through their paces as they answer questions submitted by you and discuss, debate and exchange ideas on how to make the most of pensions.

Listen to the podcast now

The podcast is also available on all major podcast platforms including iTunes, Spotify and Google Podcasts. Simply search for “The Tilney Investment Podcast”.

Meet the podcast team

David A Smith

David is our host for the pension podcast, putting your questions to our experts and leading the conversation. He is a Financial Planning Director in Tilney’s Glasgow office and a technical wizard on all things pensions. David is a Chartered Financial Planner and Chartered Wealth Manager. His expertise is pensions with a focus on the health and university sectors.

Ann-Marie Atkins

Ann-Marie is our Managing Partner for financial planning in the North West. She is one of our most experienced financial planners, with more than 24 years’ experience in the financial services industry. She is Chartered, a Fellow of the Personal Finance Society and Certified. Ann-Marie’s areas of expertise are tax planning, investment planning, retirement planning, estate planning and corporate financial planning.

David Smith

David heads up the North East Financial Planning team and has more than 28 years’ experience as a financial planner. He is a Chartered and Certified financial planner. David has appeared regularly in the national and trade press over the years and his main areas of expertise are personal and corporate financial planning, retirement planning and Inheritance Tax mitigation.

If you just want to speak to somebody about your pensions and retirement planning, please call us on 020 7189 2400 or book a pension checkup with our experts.


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