Tilney announces third Aberdeen hire this year11 December 2018
Leading financial planning and investment management group Tilney announces that it has hired Jonathan Craig as a Financial Planner based in Aberdeen where he will report to Euan Milne who heads-up the Aberdeen office. The appointment is the latest in a series of hires made by the firm in Scotland this year, where Tilney has offices in the cities of Glasgow, Edinburgh and Aberdeen.
Jonathan is a highly experienced adviser and Chartered Financial Planner who has worked in financial services for twenty years. He joins Tilney from Acumen Financial Planning where he was Head of Corporate Services, advising businesses on workplace pensions, auto-enrolment and group protection, as well as private clients. After graduating with a degree in financial services from Glasgow Caledonian University, Jonathan began his career with Scottish Widows and subsequently worked for Brewin Dolphin, Central Investment Services and AEGON before joining Acumen in 2014. He is a Fellow of the Personal Finance Society.
Paul Frame, Head of Scotland and Northern Ireland at Tilney, said: “We are really delighted to welcome Jonathan to our team in Aberdeen. He brings a wealth of experience and local knowledge, having advised both private and corporate clients in Aberdeen and the east of Scotland for many years.
“At Tilney he will support private clients with holistic financial planning advice, including retirement planning, tax efficient investing and estate planning. Jonathan will work alongside our investment managers to deliver a really joined-up and bespoke approach to managing the financial affairs of our clients.
“Tilney is proud to be one of the few UK-wide wealth management firms to have offices in the three largest cities in Scotland and we are deeply committed to growing our presence in each of these. In Aberdeen we have recruited three new staff in 2018, with Jonathan Craig and John Milne joining as Financial Planners and Lisa Gaskin joining the Client Delivery team. As we go into 2019, we will continue to look to add new people across our offices in Scotland, including high calibre financial planners and investment managers as we see excellent opportunities ahead.”
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.