Leading financial planning firm establish South Coast base17 February 2016
Leading financial planning firm establish South Coast base
New office will provide services to clients across the region
Leading investment and financial planning group Tilney Bestinvest is pleased to announce the opening of a new office in the South Coast. Sitting within the Lakeside North Harbour business park just outside Portsmouth, the office will act as the headquarters for the firm’s new South Coast Financial Planning team, serving clients across the region.
The South Coast Financial Planning team was created in November 2015 with the senior hire of Devin Smith to the position of Regional Financial Planning Director for the South Coast. He is joined in the team by experienced financial planner Brian Martin.
Together, Mr Smith and Mr Martin will operate as Tilney Bestinvest’s ‘feet on the ground’ within a region ranging from Dorchester to Brighton. They will deliver financial advice to clients alongside investment managers as part of the firm’s unique ‘two expert’ approach, which delivers a high quality integrated wealth management service to clients.
Devin Smith, Tilney Bestinvest Regional Financial Planning Director for the South Coast, commented: “The establishment of the new South Coast office is a real boon for our clients in the region, who will be able to access high quality financial planning services with greater ease than ever before.
“Tilney Bestinvest is a firm that has invested heavily in its financial planning operations, at a time in which we have seen a remarkably high demand for trusted planning services. Our new South Coast team has a wealth of experience servicing the needs of clients in the region, and will provide high quality advice and service.”
The office address in full is:
For a photograph of Devin Smith please contact: email@example.com
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About Tilney Bestinvest
Tilney Bestinvest is a leading investment and financial planning firm that builds on a heritage of more than 150 years. We look after more than £9 billion of assets on our clients’ behalf and pride ourselves on offering the very highest levels of professional client service with transparent, competitive pricing across our entire range of solutions.
We offer a range of services for clients whether they would like to have their investments managed by us, require the support of a highly qualified adviser, prefer to make their own investment decisions or want to take more than one approach. We also have a nationwide team of expert financial planners to help clients with all aspects of financial planning, including retirement planning.
We have won numerous awards including Stockbroker of the Year, Execution-only Stockbroker of the Year and Self-select ISA Provider of the Year 2015, as voted by readers of the Financial Times and Investors Chronicle. We are pleased that our greatest source of new business is personal referrals from existing clients.
Headquartered in Mayfair, London, Tilney Bestinvest employs over 400 staff across our network of offices, giving us full UK coverage, and we combine our award-winning research and expertise to provide a personalised service to clients whatever their investment needs.
The Tilney Bestinvest Group of Companies comprises the firms Bestinvest (Brokers) Ltd (Reg. No. 2830297), Tilney Investment Management (Reg. No. 02010520), Bestinvest (Consultants) Ltd (Reg. No. 1550116) and HW Financial Services Ltd (Reg. No. 02030706) all of which are authorised and regulated by the Financial Conduct Authority. Registered office: 6 Chesterfield Gardens, Mayfair, W1J 5BQ.
For further information, please visit: www.tilneybestinvest.co.uk
Tilney is a leading investment and financial planning group that builds on a heritage of more than 180 years. Our clients are private investors, charities and professional intermediaries who trust us with over £23 billion of their assets. We offer a range of services including financial planning, investment management and advice and, through our Bestinvest service, a leading online platform for those who prefer to manage their own investments.
We have won numerous awards. Tilney has been awarded Best Conventional Advisory Service at the 2018 City of London Wealth Management Awards, Best Advisory Service in the 2015 City of London Wealth Management Awards; Investment Award – Cautious category in the Private Asset Management Awards; and Stockbroker of the Year, Execution-only Stockbroker of the Year and Self-select ISA Provider of the Year 2015, as voted by readers of the Financial Times and Investors Chronicle. Bestinvest was voted Best SIPP Provider and Best Fund Platform at the 2017 City of London Wealth Management Awards, Best Direct SIPP Provider at the YourMoney.com Awards 2017, Best Stocks & Shares ISA Provider at the 2017 Shares Awards, as well as Best Self Select ISA Provider, Best Online/Execution-only Stockbroker and Best Investment Platform 2017 at the FT and Investors Chronicle Investment and Wealth Management Awards, as voted by readers of the FT and Investors Chronicle.
Headquartered in Mayfair, London, the Tilney Group employs over 1,000 staff across our network of 30 offices, enabling us to support clients with a local service throughout the UK.