Saga Investment Services appoints Managing Director

Saga Investment Services appoints Managing Director

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Julia Grimes
Published: 26 May 2015 Updated: 03 May 2016

Nicola Audhlam-Gardiner

Saga Investment Services, the investment and financial planning business owned by Saga and Tilney Bestinvest, has announced the appointment of Nicola Audhlam-Gardiner as Managing Director.

Nici joins from Williams & Glyn, where she is Marketing Director. She was previously Products and Marketing Director for the Corporate Bank of RBS and has held Retail Director roles at Santander and Lloyds Banking Group. Nici holds a BA from the University of Oxford, an MBA from Harvard and sits on the Board of Catalyst, a social housing company. Nici will take up her role in August 2015.

Lance Batchelor, Saga Group Chief Executive Officer, said: “We are delighted that Nici has agreed to join Saga Investment Services. Nici stood out during a comprehensive recruitment process, particularly given the number of financial services offerings she has successfully launched. She will make an important contribution as we work to launch a wealth management solution specifically for the UK’s over 50s later this year.”

Peter Hall, Chief Executive of Tilney Bestinvest, said: "Nici's appointment is a key milestone in preparing for the launch of Saga Investment Services. The JV brings together Saga's insight into the UK's over 50s with Tilney Bestinvest's investment and financial planning expertise. With the recent radical shake-up of pensions, there has never been a greater need for high quality advice and support from a trusted brand."

A picture of Nici is available on request
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Important information:

The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested. This press release does not constitute personal advice. If you are in doubt as to the suitability of an investment please contact one of our advisers.

Press contacts:

Jason Hollands, Tilney Bestinvest
0207 189 9919
07768 661 382

Paul Green, Saga
01303 776023
07714 414 859

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.