Tilney Bestinvest adds to Financial Planning team in London

27 November 2014
 

Rebecca Doble

Leading investment and financial planning firm Tilney Bestinvest is pleased to announce the appointment of Rebecca Doble as a Financial Planner. Rebecca has joined Tilney Bestinvest’s Mayfair office, and reports to Tim Stalkartt, Managing Director, Financial Planning.

Rebecca joins Tilney Bestinvest after 19 years spent with Lloyds Private Banking, where she advised high net worth clients on all aspects of financial planning. Rebecca is Diploma qualified, with experience of managing discretionary investment portfolios and building long term relationships with clients.

At Tilney Bestinvest, Rebecca will work with the Multi-Asset Portfolio and Managed Portfolio Service teams in enhancing the expertise available to clients, helping clients to define their lifetime objectives and creating strategies to achieve their goals.

Tim Stalkartt, Managing Director, Financial Planning, commented: “Rebecca’s wealth of experience in the private client sector fills us with confidence that Tilney Bestinvest can continue to provide the high level of expertise our clients have come to expect.

“With next year’s pension changes coming ever closer, there has never been a more important time for people to seek high quality advice on their finances, and we will continue to expand our financial planning in order to provide this.”

- ENDS –

 

Press contacts:

Roisin Hynes
0207 189 2403
roisin.hynes@tilneybestinvest.co.uk

Matthew Gray
0207 189 2492
matthew.gray@tilneybestinvest.co.uk

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

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.