New hire in Northampton as Tilney Bestinvest expands Financial Planning team

Tilney Bestinvest expands Financial Planning team in Northampton

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Julia Grimes
Published: 16 Mar 2015 Updated: 03 May 2016

Cathy Geary, Associate Director, Financial Planning

Leading financial planning and investment advisory group Tilney Bestinvest has further expanded its national team through the appointment of Cathy Geary as Associate Director, Financial Planning. Cathy will focus on clients in the Northampton area and will report into Neil Watson, Director, Financial Planning.

Cathy has almost 30 years’ experience working in the financial services industry, and has been a Chartered Financial Planner since 2009. She joins Tilney Bestinvest from Arthur J Gallagher (previously Oval Financial Services Ltd) where she spent three years advising Self-Managed Pension clients and high-net-worth individuals. Before this, Cathy was a Chartered Financial Planner with RSM Tenon. She has also worked at Abbey National as a Financial Adviser, Boolers Pensions & Investments and spent seventeen years at Scottish Widows.

Cathy is a Fellow of the Personal Finance Society, of which there are only around 1,500 in the United Kingdom, holds a number of qualifications from the Chartered Institute of Insurers and achieved the Certificate in Long Term Care Insurance from the Institute of Financial Services.

Richard Dawes, Managing Director of Financial Planning, said: “The imminent changes to pensions in particular mean that the demand has never been greater for those seeking quality advice on their personal finances.

“Cathy’s impressive track record in financial planning will be invaluable to our clients in the Northampton area.”

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About Tilney Bestinvest

Tilney Bestinvest is a leading investment and financial planning firm that builds on a heritage of more than 150 years. We look after more than £9 billion of assets on our clients’ behalf and pride ourselves on offering the very highest levels of professional client service with transparent, competitive pricing across our entire range of solutions.

We offer a range of services for clients whether they would like to have their investments managed by us, require the support of a highly qualified adviser, prefer to make their own investment decisions or want to take more than one approach. We also have a nationwide team of expert financial planners to help clients with all aspects of financial planning, including retirement planning.

We have won numerous awards including UK Wealth Manager of the Year, Low-cost SIPP Provider of the Year and Self-select ISA Provider of the Year 2013, as voted by readers of the Financial Times and Investors Chronicle. We are pleased that our greatest source of new business is personal referrals from existing clients.

Headquartered in Mayfair, London, Tilney Bestinvest employs almost 400 staff across our network of offices, giving us full UK coverage, and we combine our award-winning research and expertise to provide a personalised service to clients whatever their investment needs.

The Tilney Bestinvest Group of Companies comprises the firms Bestinvest (Brokers) Ltd (Reg. No. 2830297), Tilney Investment Management (Reg. No. 02010520), Bestinvest (Consultants) Ltd (Reg. No. 1550116) and HW Financial Services Ltd (Reg. No. 02030706) all of which are authorised and regulated by the Financial Conduct Authority. Registered office: 6 Chesterfield Gardens, Mayfair, W1J 5BQ.

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This release was previously published on Tilney Smith & Williamson prior to the launch of Evelyn Partners.