Tilney Bestinvest in financial planning hiring blitz

Four financial planners join Tilney Bestinvest's expanding team across the United Kingdom.

Gettyimages 697853664 WEB
Julia Grimes
Published: 02 Sept 2015 Updated: 03 May 2016

Tilney Bestinvest, the investment and financial planning group, is pleased to announce the recruitment of four additional financial planners to its expanding team. The hires - David Durrant in East Anglia, Sally Bartram in Bristol and Avon, Louise Higham in Manchester, and Mike Williams in Birmingham - follow on from several recent financial planning hires over the last year.

David Durrant will be based in Tilney Bestinvest's East Anglia office, reporting to the group's Managing Director of Financial Planning, Richard Dawes. He joins from Wetherbys Private Banking where he had spent five years as a Chartered Financial Planner. David is an Associate of the Personal Finance Society.

Sally Bartram is a Chartered Financial Planner who will cover the Bristol and Avon region, reporting to Richard Stones, Financial Planning Director. Sally joins from Hargreaves Lansdown and has previously worked at Towry and Holden Meehan. Sally is a Fellow of the Personal Finance Society.

Louise Higham arrives at the firm from LJ Financial Planning Ltd, where she spent over four years as a self-employed chartered financial planner. She will operate out of Tilney Bestinvest's Manchester Office, reporting in to Financial Planning Director Ann-Marie Atkins.

Finally, Mike Williams joins the Tilney Bestinvest Birmingham office. He had previously spent ten years with HSBC, most recently in the capacity of Premier Relationship Manager, providing fee-based, regulated financial advice to around 600 high net worth clients. He will report in to Financial Planning Director Neil Watson.

Speaking on the appointments, Richard Dawes, Managing Director, Financial Planning, said: "We’re delighted to have David, Sally, Louise and Mike join us as we continue to expand across the UK.

“The growth of our financial planning presence through the hire of high quality professionals as well as bolt-on acquisitions such as our recent deal with Webb Holton in Birmingham is a key strategic priority for Tilney Bestinvest. We have seen strong demand for expert financial planning as a result of the recent upheavals to the pension system and as we look ahead to the impending launch of our joint venture with Saga.”

- ENDS –

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. Past performance is not a guide to future performance.

Press contacts:

Matthew Gray
0207 189 2492

Jason Hollands
0207 189 9919

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.