Tilney Bestinvest announces progress in expanding financial planning team

29 September 2014
 

 

  • Neil Watson appointed as Regional Director, Financial Planning for the Midlands
  • Ross Elliott hired as Financial Planner to cover Bedford, Flitwick and Shefford

Leading investment and financial planning group Tilney Bestinvest announces the appointment of Ross Elliott as Financial Planner, covering Bedford, Flitwick and Shefford. Ross will report to newly appointed Regional Director, Financial Planning for the Midlands, Neil Watson, whose remit includes Northampton and Kettering. The appointments mark a milestone in the group’s expansion plans for its 40-strong UK wide financial planning team.

Ross joins Tilney Bestinvest from Natwest where he was Specialist Financial Advice Manager and Senior Private Investment Manager. Previous to this, he worked for HSBC where he provided holistic financial planning for HSBC Premier high net worth clients. Ross holds the Diploma of Financial Planning.

Neil Watson has over 28 years’ experience in the financial services industry and joined Tilney Bestinvest as a result of Bestinvest’s acquisition of Haines Watts Financial Services (HWFS)  in 2011. Prior to HWFS he was a Director at wealth management business Rocheberie Consulting Ltd. He has also held roles at The Royal Bank of Scotland where he was Private Banking Manager and at HSBC Private Clients where he was a Business Development Manager.  Neil has a Diploma in Financial Planning, and holds the Advanced Financial Planning Certificate and Equity Release Standalone Qualification.

Richard Dawes, Managing Director of Financial Planning at Tilney Bestinvest, said: “We are delighted to have hired Ross and to announce that Neil has taken on a regional role to develop our business in the Midlands. Expanding our financial planning team is a key strategic priority for Tilney Bestinvest as we see increased appetite for high quality financial planning expertise across the UK.”

- ENDS –

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.

For photographs of Neil Watson/Ross Elliott, please contact the press contacts below.

Press contacts:

Jason Hollands
0207 189 9919
07768 661 382
Jason.hollands@tilneybestinvest.co.uk

Roisin Hynes
020 7189 2403
07966 843 699
Roisin.hynes@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.