Tilney Bestinvest introduce one-off advice service

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Julia Grimes
Published: 14 Apr 2016 Updated: 28 Jan 2017

Leading investment and financial planning group Tilney Bestinvest announces the launch of its new one-off advice service, designed to meet the needs of clients who require one-off advice on a lump sum or investment portfolio.

The service will be available to new clients and to existing users of the Group’s non-advised Online Investment Service. One-off advice will be available at a competitive fee of 1% of the value of assets, with a minimum charge of £500 and a maximum fee-cap of £5,000.

Users of the one-off advice service will go through the same rigorous process as those receiving ongoing investment advice, which involves in-depth fact finding and risk profiling exercises designed to identify an investor’s aims and risk-appetite. If, following a review, an investor’s situation is deemed to require ongoing advice, they will be recommended to the Tilney Bestinvest Investment Advisory service, and should they choose to opt-in their initial 1% upfront fee will be waived.

Lee Dooley, Managing Director at Tilney Bestinvest, explained: “As a firm, Tilney Bestinvest has always stressed the important role professional advice plays in helping our clients to better-understand their options, and make the most of their investments. But we have also recognised that, until now, some investors viewed advice as either out of their reach, or an ongoing commitment to which they could not quite stretch. We have introduced the one-off advice service to ensure more people than ever before can take advantage of our award-winning investment advice, without having to pay for an ongoing service they might not require at the time.

“Whether clients have been the recipients of an unexpected windfall, or are just looking to shake up their portfolio, they can now access advice whatever their level of assets may be, and safe in the knowledge that they will only have to pay for the advice they need.”

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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. Past performance is not a guide to future performance. This article is not advice to invest or to use our services.


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