Tilney bolsters financial planning team in Belfast

Tilney bolsters financial planning team in Belfast

Tilney has completed a financial planning recruitment drive in Northern Ireland as part of the company's plans to bolster its presence in the region. 

The wealth manager has made three appointments to its Belfast team, 10 months after the launch of its office in the region's capital city. 

Simon Martin has joined as director in the financial planning team after three years at Tilney as a financial planner and previous positions at Danske Bank, UBS and Lloyds Private Banking. 

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Chris McVeigh has taken up the role of managing partner at the wealth manager, joining from Ulster Bank Ltd where he spent 22 years, most recently as director of business banking.

The company appointed Alison Dean as a financial planner, who most recently worked as a private client adviser at Davy Private Clients with experience covering charities, pensions and high net worth clients.

Paul Frame, head of region for Scotland and Northern Ireland, said: "Our new office opened in December last year to meet the needs of our growing client base in the region.

"These new appointments are a further indication of our commitment to providing expert financial planning and investment management services for the people of Northern Ireland.

"Both Alison and Chris are highly experienced and bring a huge wealth of expertise to our team and I am delighted to welcome them to the business." 

Last month Tilney announced its acquisition of rival Smith & Williamson in a £625m deal expected to complete in early 2020 to create a combined entity, Tilney Smith & Williamson. 

The merged companies will have assets under management of £45bn, of which 80 per cent will be run by discretionary fund managers.

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