Richard Stones joins Tilney Bestinvest as Financial Planning Director

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Julia Grimes
Published: 19 Jan 2015 Updated: 03 May 2016

Richard Stones

Investment and financial planning firm Tilney Bestinvest has appointed Richard Stones as Financial Planning Director to cover a number of locations across the M4 corridor. He will report into Richard Dawes, Managing Director, Financial Planning.

Richard has twenty years’ experience in the financial services industry and is a Chartered Financial Planner. He joins Tilney Bestinvest from Towry where he advised high net worth individuals. Previously, Richard was an Independent Financial Adviser at Origen where he provided advice to corporate clients and private individuals. Richard is a Fellow of the Personal Finance Society, the highest qualification awarded by the Chartered Insurance Institute, and is an Affiliate member of The Society of Trust and Estate Planners (STEP).

At Tilney Bestinvest, Richard will head up the firm’s established financial planning team in the South West and Wales. His role will involve building the company’s presence in these regions and continue to develop Tilney Bestinvest’s strong ties with professional firms.

Richard Dawes, Managing Director, Financial Planning at Tilney Bestinvest said: “2014 saw a raft of changes to pensions which come into effect this April. In light of this, we believe the need for clients to receive expert financial advice has never been greater in order for them to realise their lifetime goals.

“Richard’s skills and experience will be crucial in driving forward our business in the South West and Wales. His addition to our 40-strong financial planning team is a further step in the growth of our regional footprint.”

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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.