Tilney continues recruitment drive

Gettyimages 697853664 WEB
Julia Grimes
Published: 22 Aug 2017 Updated: 22 Aug 2017

Financial Planner appointed in Birmingham

Leading UK investment management and financial planning group Tilney has bolstered its Birmingham office with the appointment of a chartered financial planner. Jane Garrick joins the team as part of Tilney’s ongoing recruitment drive.

Jane joins from Santander where she was a private banker for two years, managing a portfolio of 250 clients, offering regulated investment advice. Before that, she spent over 25 years at Lloyds Banking Group, mostly recently holding the position of private banking manager.

In Tilney’s Birmingham team, Jane will deliver advice as part of the firm’s ‘two expert’ approach which sees financial planners paired alongside the firm’s investment managers to provide a high quality integrated wealth management service to clients.

Rob Chandler, regional head of financial planning at Tilney, says: “With our recruitment drive continuing into the second half of this year, we will be looking for individuals who can contribute to Tilney’s growth while maintaining our high standards of service for clients. Jane offers exactly that – she has a long history of building excellent relationships with her clients, as well as professional connections, and will make an exceptional addition to our growing financial planning team.”

Disclaimer

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