Tilney Smith & Williamson has agreed terms for a new office in Cardiff as it looks to develop its client base in Wales.
The group’s new office at Brunel House in Fitzalan Road comes as the firm's lease on its old office expired last year during lockdown.
Located close to Queen Street Station, the firm said it has agreed terms on the new premises as a means of maintaining a physical presence in Cardiff.
The new office provides meeting rooms for clients and collaboration space for staff who will spend part of their time working from home and out meeting clients across Wales.
The firm said its team in Cardiff supported clients from across Wales with personal financial planning services.
Tilney Smith & Williamson said the team has experience working with entrepreneurs, SMEs and owner-managed businesses and focuses on providing estate, legacy and succession planning advice and retirement planning services.
Within the team there are also specialists advising university professionals and a pensions and divorce expert.
All of Tilney Smith & Williamson’s financial planners in Cardiff hold the chartered financial planner status.
Niraj Vyas, head of Tilney Smith & Williamson’s Cardiff office, said when the lease expired on the previous office, the firm was clear it wanted to find a new space in the city.
“There have been considerable advances in technology in recent years allowing more meetings to be conducted remotely, but many of our clients have told us again and again that they value the ability to be able to meet with our team face-to-face,” he said.
“Our new office also offers plenty of space for our team to collaborate when they aren’t out meeting our clients across Wales.
“We are continuing to see considerable growth for our services from clients in Wales and our new Cardiff office provides an ideal base for us to meet that demand. Opening the new office at Brunel House signals our commitment to invest in Wales while also embracing smart forms of working.”
Last week, the group said it had partnered with The Royal Institution of Chartered Surveyors to give members of the professional body access to financial planning, investment management and tax planning.
As part of the partnership, Tilney Smith & Williamson will provide a series of national and regional financial webinars for the professional body’s members.
It will also attend face-to-face events across the UK and support Rics with investment insights as it sets out the future for the built and natural environment.
sonia.rach@ft.com
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