Tilney expands financial planning offering in Cambridge

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Julia Grimes
Published: 05 Sept 2019 Updated: 05 Sept 2019

Two financial planners hired

Leading UK wealth management group Tilney, which looks after over £25 billion of assets for clients and was last year awarded Wealth Manager of the Year by the Financial Times and Investors Chronicle, has further developed its team in Cambridge with two new hires. Vincent Keane joins as a financial planner, while Laura Ingram will be a new financial planning director.

Laura was previously at NW Brown in Cambridge and is a Chartered Financial Planner widely experienced at advising families on their wealth and working with their other professional advisers, especially in the legal sector. She is also Vice President of the CISI in East Anglia and an active member of the Institute of Directors.

Vince previously worked on a self-employed basis advising clients primarily on retirement planning options but a range of other matters besides. Prior to working as an IFA, Vincent had spent some time in a business development role and he has also spent part of his career working offshore advising international clients.

As part of Tilney’s ‘dual expert’ approach, they will work alongside the firm’s award winning investment managers to provide a high quality integrated wealth management service to enable clients to organise their financial affairs and have an investment strategy tailored to their objectives.

Nick Geere, Managing Partner for the Cambridge Financial Planning Team for the Tilney Group, said: “We are delighted to expand our financial planning team in the East of the country. Laura is highly experienced and well regarded in the industry and she will be a huge asset to help lead our team. We are also really pleased to welcome Vincent to our team. His appointment is testament to our ability to attract the best planners in the region to our growing team.”

Disclaimer

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