Saga Investment Services appoints Managing Director26 May 2015
Saga Investment Services, the investment and financial planning business owned by Saga and Tilney Bestinvest, has announced the appointment of Nicola Audhlam-Gardiner as Managing Director.
Nici joins from Williams & Glyn, where she is Marketing Director. She was previously Products and Marketing Director for the Corporate Bank of RBS and has held Retail Director roles at Santander and Lloyds Banking Group. Nici holds a BA from the University of Oxford, an MBA from Harvard and sits on the Board of Catalyst, a social housing company. Nici will take up her role in August 2015.
Lance Batchelor, Saga Group Chief Executive Officer, said: “We are delighted that Nici has agreed to join Saga Investment Services. Nici stood out during a comprehensive recruitment process, particularly given the number of financial services offerings she has successfully launched. She will make an important contribution as we work to launch a wealth management solution specifically for the UK’s over 50s later this year.”
Peter Hall, Chief Executive of Tilney Bestinvest, said: "Nici's appointment is a key milestone in preparing for the launch of Saga Investment Services. The JV brings together Saga's insight into the UK's over 50s with Tilney Bestinvest's investment and financial planning expertise. With the recent radical shake-up of pensions, there has never been a greater need for high quality advice and support from a trusted brand."
A picture of Nici is available on request
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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.
Jason Hollands, Tilney Bestinvest
0207 189 9919
07768 661 382
Paul Green, Saga
07714 414 859
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.
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.