Tilney achieves STEP Employer Partner status

22 February 2018

Leading UK investment management and financial planning group Tilney has been accredited as a STEP Employer Partner. This status recognises the learning and development the company provides to its working professionals.

STEP is the global professional association for practitioners who advise families across generations. STEP works to improve public understanding of the issues families face with inheritance and succession planning and promotes education and high professional standards among its members. STEP has more than 20,000 members across 95 countries from a range of professions, including lawyers, accountants, financial planners, investment managers and other specialists.

To achieve the status STEP Employer Partner, employers needed to set out their learning and development policies, as well as demonstrating working evidence of these policies through case studies and other examples. Gaining this accreditation is testament to the strength of the learning and development strictures Tilney has in place.

James von Simson, Investment Director at Tilney, commented: “This is a great accolade to achieve. By gaining this status we are able to highlight all the steps we undertake to ensure we not only employ the highest calibre of individuals, but also that we continue with their professional development to keep them at their top of their field.

“The accreditation highlights the strides we take for our employees and our passion for each individual’s progress. We already have a high number of STEP members, but wish for as many of our advisers to join the association as possible. However it is only the start – next step, Gold Status!”

Gemma Copestick, Senior Manager Employer Partnerships at STEP added, “We are delighted to welcome Tilney Group to the STEP Employer Partnership Programme. Tilney has demonstrated commitment to the professional development of its staff, within a supportive learning culture. We congratulate the Group on this well-deserved accreditation.”

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About Tilney

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.