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Jim Diack Financial planning
Associate director

Jim Diack

Financial planning

Areas of expertise

Jim specialises in:

He has 30 years’ experience in meeting the needs of clients and providing advice on corporate protection, corporate investment, IHT Planning, individual investment, personal protection and retirement planning.

Experience

Jim joined Tilney in the summer 2018 having spent most of his career working in the Wealth Management and Private Banking arena within the UK Banking sector. Jim provides tailored financial advice to private individuals, corporate entities, families and trustees.

Notable client work and achievements

Jim prides himself on making long lasting relationships with clients and their families, some of which are at 20 years this year (2022) and still going strong.

Professional qualifications and memberships

MCIBS and CII.

 

 

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