Companies  

Tilney Bestinvest hires four new financial planners

Tilney Bestinvest hires four new financial planners

Tilney Bestinvest has appointed four additional financial planners to its expanding team.

David Durrant will be based in the East Anglia office, reporting to the group’s managing director for financial planning Richard Dawes.

He joins after five years as a chartered financial planner at Wetherbys Private Banking and is an associate of the Personal Finance Society.

Article continues after advert

Sally Bartram is also a chartered financial planner and will cover the Bristol and Avon region, reporting to financial planning director Richard Stones.

She joins from Hargreaves Lansdown and has previously worked at Towry and Holden Meehan.

Ms Bartram is a fellow of the Personal Finance Society.

Louise Higham joins the Manchester office, reporting in to financial planning director Ann-Marie Atkins.

She arrives at the firm from LJ Financial Planning, having spent over four years as a self-employed chartered financial planner.

Finally, Mike Williams joins the Birmingham office, reporting to financial planning director Neil Watson.

He previously spent 10 years with HSBC, most recently as premier relationship manager, providing regulated financial advice to around 600 high net worth clients.

Mr Dawes said: “The growth of our financial planning presence through the hire of high quality professionals as well as bolt-on acquisitions such as our recent deal with Webb Holton in Birmingham is a key strategic priority for Tilney Bestinvest.

“We have seen strong demand for expert financial planning as a result of the recent upheavals to the pension system and as we look ahead to the impending launch of our joint venture with Saga.”

Earlier in the summer, Tilney for Intermediaries hired John Alexander as a business development director based in the firm’s Liverpool office, responsible for building relationships with intermediary clients primarily in the north west.

peter.walker@ft.com