New hire in Northampton as Tilney Bestinvest expands Financial Planning team

16 March 2015

Cathy Geary, Associate Director, Financial Planning

Leading financial planning and investment advisory group Tilney Bestinvest has further expanded its national team through the appointment of Cathy Geary as Associate Director, Financial Planning. Cathy will focus on clients in the Northampton area and will report into Neil Watson, Director, Financial Planning.

Cathy has almost 30 years’ experience working in the financial services industry, and has been a Chartered Financial Planner since 2009. She joins Tilney Bestinvest from Arthur J Gallagher (previously Oval Financial Services Ltd) where she spent three years advising Self-Managed Pension clients and high-net-worth individuals. Before this, Cathy was a Chartered Financial Planner with RSM Tenon. She has also worked at Abbey National as a Financial Adviser, Boolers Pensions & Investments and spent seventeen years at Scottish Widows.

Cathy is a Fellow of the Personal Finance Society, of which there are only around 1,500 in the United Kingdom, holds a number of qualifications from the Chartered Institute of Insurers and achieved the Certificate in Long Term Care Insurance from the Institute of Financial Services.

Richard Dawes, Managing Director of Financial Planning, said: “The imminent changes to pensions in particular mean that the demand has never been greater for those seeking quality advice on their personal finances.

“Cathy’s impressive track record in financial planning will be invaluable to our clients in the Northampton area.”

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Important information:

This article is not advice to invest, or to use any of our services. 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.

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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 UK Wealth Manager of the Year, Low-cost SIPP Provider of the Year and Self-select ISA Provider of the Year 2013, 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 almost 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.

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About Tilney

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 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.