Mark Coles joins Tilney for Intermediaries11 May 2015
Tilney for Intermediaries, the discretionary investment manager that is exclusively for financial advisers, is pleased to announce that Mark Coles has joined the company as Director, Financial Intermediaries. Mark will be based in Tilney’s Birmingham office and will report into Miles Robinson, Head of Tilney for Intermediaries.
Mark has over 25 years’ financial services experience, 15 of which have been in asset management sales and distribution roles, working with advisory businesses, banks and building societies, research panels and providers of discretionary and model portfolios in the retail and charity investment sectors.
He joins Tilney for Intermediaries from Cofunds, where he was Head of Business Partnerships and accountable for the growth and development of Cofunds existing top tier key account customers. Before his role at Cofunds, Mark spent four years as Head of Business Partnerships at Architas, generating new business relationships with financial advisors. Previously, Mark was Investment Strategy Manager at AXA Wealth.
At Tilney for Intermediaries, Mark will work to strengthen both the existing relationships the firm has with firms of advisers as well as grow its presence with additional financial planning businesses. Mark holds the Certificate in Financial Planning and UKSIP Full Investment Management Certificate Papers 1&2.
Miles Robinson, Head of Tilney for Intermediaries, said: “Mark joins the firm at an important time as we look to expand our reach to an even greater number of financial planners. As well as aiding our work in building Tilney’s client bank, his skills in deepening existing partnerships will be of upmost importance. The opportunity to provide robust, cost-effective investment management solutions has seen a renewed focus post RDR. Our expertise means we understand the various challenges facing financial planners and have the capability and resources to address them.”
A photograph of Mark Coles is available by contacting email@example.com / 0207 189 2403
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The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested. This press release does not constitute personal advice. If you are in doubt as to the suitability of an investment please contact one of our advisers.
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About Tilney for Intermediaries
Tilney for Intermediaries is a leading discretionary fund manager. We have been supporting financial advisers and their clients since the 1990s, building on Tilney’s 150 year heritage supporting individuals, families and charities achieve their investment goals.
Today we operate across the United Kingdom, with investment management teams based in Birmingham, Edinburgh, Glasgow, Liverpool and London.
We offer a broad suite of investment solutions to financial advisers and their clients, including tailor-made portfolios, a segregated model portfolio service with nine strategies to suit different risks and a range of five unitised multi-asset funds. For further information, please visit: www.tilney.co.uk
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.
Tilney is a leading investment and financial planning firm that builds on a heritage of more than 150 years. The Tilney Group operates under the Tilney brand for Investment Management and Financial Planning and Bestinvest for execution-only investing. We look after more than £22 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 Best Fund Platform and Best SIPP Provider at the 2017 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. We are pleased that our greatest source of new business is personal referrals from existing clients.
Headquartered in Mayfair, London, Tilney Group employs over 1,000 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.