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Tilney continue financial planning hiring blitz

Tilney continue financial planning hiring blitz

Investment and financial planning group Tilney Bestinvest has brought four more financial planners into various offices across England.

The hiring of David Durrant in East Anglia, Sally Bartrum in Bristol and Avon, Louise Higham in Manchester, and Mike Williams in Birmingham follows several recent financial planning hires over the past 12 months.

Richard Dawes, managing director of financial planning for Tilney Bestinvest, said: “We continue to expand across the UK.

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“The growth of our financial planning presence through the hire of high-quality professionals as well as bolt-on acquisitions 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.”

In January 2015 provider Saga and Tilney Bestinvest launched a joint venture to create a new investment and financial planning service for the UK’s over-50s.

The new business, Saga Investment Services powered by Tilney Bestinvest, was scheduled to become operative in the second half of this year.

Saga expertise and insight drive the proposition design and customer experience, while Tilney Bestinvest will provide the investment and financial planning capability and expertise.

The business will service customers throughout the UK, and will be headquartered in London, with a team of nationwide investment professionals and financial planners.


In August, Tilney Bestinvest’s Birmingham branch bought financial advisory firm Webb Holton & Associates, to bolster its provision of advice to both corporate and private clients.

According to Peter Hall, chief executive of Tilney Bestinvest, the integration aimed to enhance Tilney Bestinvest’s presence in the Midlands.