Tilney ramps up recruitment drive with Exeter hire

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Julia Grimes
Published: 02 May 2017 Updated: 09 May 2017

Wealth manager Tilney has continued with its major recruitment drive with the recruitment of Lee Harris financial planner. He joins the Exeter office where there is already a well-established financial planning team.

Lee joins Tilney from HSBC where he was a Premier Relationship Manager, Wealth Adviser for nine years. There he specialised in the provision of bespoke financial advice to a portfolio of high net worth clients, covering Investing, Protection, Retirement and Estate Planning. He has previously worked at Lloyds and Liverpool Victoria. With over 25 years of experience, Lee has a strong track record of building strong relationships with clients throughout Devon and in particular Sidmouth.

Mark Wilkins, Managing Partner at Tilney, commented: “We are thrilled to announce Lee’s appointment, which adds further strength to our financial advice offering in Exeter and East Devon. The continued growth of the Tilney Exeter team will help reinforce Tilney’s “two expert” approach to supporting clients with both financial planning advice and tailored investment management within the area. Lee brings considerable expertise in both retirement planning, investments and estate planning.”

Lee Harris, Financial Planner, added: “I am pleased to be joining at such an exciting time for Tilney. The company has undergone a period of strong expansion recently, making a series of acquisitions, and this looks set to continue over the coming months. I look forward to beginning my new role offering exceptional financial advice to individuals in and around Exeter and East Devon.”

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For a photograph of Lee Harris please contact gillian.kyle@tilney.co.uk

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.


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