Tilney Bestinvest hires new Head of IT, based in Liverpool (1)

Tilney Bestinvest, the award-winning UK investment and financial planning group, announces the appointment of Laura Lee as Head of Information Technology.

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Julia Grimes
Published: 09 Oct 2015 Updated: 03 May 2016

Tilney Bestinvest, the award-winning UK investment and financial planning group, announces the appointment of Laura Lee as Head of Information Technology reporting to Donald Reid, Chief Operating Officer.

Laura will be based at the firm’s Liverpool office in the iconic Liver Building; the national hub for the firm’s IT infrastructure and development teams as well as a major centre for private client investment management and wealth planning. The group has a long and proud association with Liverpool, tracing its origins to the foundation of a stockbroking firm in the city in 1836.

Laura joins Tilney Bestinvest from Manchester based Think Money Group were she has been Head of IT. Prior to working at Think Money she spent over a decade at Royal Liver Assurance latterly as Head of IT.

Katy Dixon, Managing Director and Head of Tilney Bestinvest, Liverpool said: “We are delighted to welcome Laura to Tilney Bestinvest. This is a big job entailing responsibility for teams across a number of locations that support a sizeable business which looks after more than £9 billion of assets for clients across the UK. Laura joins us at a time when we are investing heavily in the latest systems to help us deliver the highest standards of service to our clients.”

“Additionally, we have also been scaling up our operational team in Liverpool to support our exciting new joint venture with Saga, the provider of services to the over fifties, which will launch shortly, so there are lots of new faces and a real buzz in the Liverpool office.”

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Press contacts:

Jason Hollands
0207 189 9919
07768 661382

Gillian Kyle
0203 818 6846
07989 650 604

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.