Tilney Bestinvest Liverpool opens its doors to city’s future investment professionals

Tilney Bestinvest Liverpool opens its doors to city’s future investment professionals

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Julia Grimes
Published: 06 Jul 2015 Updated: 03 May 2016

Twenty five students taking Chartered Institute for Securities & Investment (CISI) qualifications from schools and colleges across Liverpool will gather in the iconic Royal Liver Building on the Liverpool waterfront this week to take part in an inaugural Career in Investment Management Insight Conference on 9th and 10th July.

The two-day event, hosted by investment management and financial planning group Tilney Bestinvest and organised by the CISI and the Liverpool & North Wales CISI committee, includes a “Liver Bird’s Den” session, (as opposed to Dragon’s Den!) where local leading practitioners - “Liver Birds”- will judge the student’s investment pitches.

The conference, which includes opportunities to learn more about the industry, meet practitioners and develop in-demand employability skills, is the culmination of a work experience week for the students, six of whom will have spent the previous three days following a comprehensive work experience programme at Tilney Bestinvest. The remaining 19 students will be based in other financial services companies in the city for the first three days of the work experience.

Students aged 16-18 attending from King David High School, St John Bosco Arts College, Calderstones School and North Liverpool Academy take their CISI qualifications through Liverpool City Council’s Liverpool Learning Partnership CISI- sponsored programme delivered through Archbishop Beck Catholic Sports College. Students attending from Merchant Taylors’ Boys’ School study CISI qualifications as part of their Economics A level and students from The Liverpool Blue Coat School are interested in finding out more about a career in the industry.

James Charlton, Associate at Tilney Bestinvest and CISI Liverpool Committee Education Secretary & VP said: “The Institute has invested greatly in the region’s education programme over the last few years, providing 6th form students with the opportunity to study CISI examinations. This year, the region’s firms are providing quality work experience placements for students in order to give them a greater understanding of how our firms operate and how day-to-day business activity links in with the subject material.”

Katy Dixon, Managing Director and Head of Tilney Bestinvest’s Liverpool Office commented: “The work experience programme puts an emphasis on the important practical skills needed for a career in financial services. We are proud to be supporting the initiative and the development of the region’s next generation of talented investment professionals.”


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:

Roisin Hynes
0207 189 2403
07966 843 699

Matthew Gray
0207 189 2492

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.