Tilney Bestinvest beefs up presence in Midlands with Webb Holton business

Webb Holton is an established financial planning firm based in Birmingham, providing trusted and impartial advice to both businesses and private clients.

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

Miles Robinson (Head of Tilney Bestinvest Birmingham) and Richard Dawes (Tilney Bestinvest Managing Director, Financial Planning) with Webb Holton Director’s Nigel Lister and Harjinder Singh

Tilney Bestinvest, the UK-wide investment and financial planning group, today announces it has concluded an agreement to acquire the business of Webb Holton & Associates.

Webb Holton is a long-established financial planning firm based in Birmingham, which provides trusted and impartial advice to both businesses and private clients. The integration will scale up Tilney Bestinvest’s presence in the Midlands with the addition of four experienced advisers and enhance its ability to advise both individuals and corporate clients.

Peter Hall, Chief Executive of Tilney Bestinvest, commented: “Building out our presence in financial planning across the UK is a key strategic priority for Tilney Bestinvest and the integration of Webb Holton’s business represents a further milestone in this respect. I have a lot of respect for the Webb Holton team who have a very high level of professionalism and expertise.

“We aim to be a leader in pensions in the UK and we are pursuing that strategy through a combination of new hires, office openings, acquisitions and our forthcoming partnership with Saga. Our recent launch of our At Retirement service offers help to people who want to do it themselves. The integration of Webb Holton expands our ability to help people who want face-to-face advice. The deal fits extremely well with our strategy and we are actively pursuing other acquisitions where the people and cultural fit is compelling.”

Nigel Lister, a Director of Webb Holton said: “We are very excited to be joining Tilney Bestinvest and especially to be part of its growing presence in the Birmingham wealth management scene. The synergy between our team and Tilney Bestinvest is excellent, with an absolute focus on providing high quality advice and excellent client service.”

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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. For further information, please visit: www.tilneybestinvest.co.uk


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