Tilney Bestinvest expands Glasgow financial planning team20 July 2015
Roy Smith joins the firm as Director, Financial Planning
Tilney Bestinvest, the investment and financial planning group, is pleased to announce that Roy Smith has joined the firm as Director, Financial Planning as part of its strategic focus on expanding its financial planning team. Roy will be based in the firm’s Glasgow office and will report into Stephen Parker, Director, Financial Planning.
Roy joins Tilney Bestinvest from RBS Private Clients Group where he had worked as a Wealth Manager and Chartered Financial Planner since August 2011. Focusing primarily on private client advice, Roy provided holistic financial planning and wealth management for a portfolio of high net worth clients. He had previously worked for RBS as a Senior Private Banking Manager, and has also held roles at private banking firm Adam & Company and Clydesdale Bank Insurance Brokers.
At Tilney Bestinvest, Roy will fulfil a key role as a member of the financial planning team in Glasgow. He will deliver expert advice as part of the firm’s ‘two expert’ approach which sees financial planners paired alongside the firm’s investment managers to provide a high quality integrated wealth management service to clients.
Richard Dawes, Managing Director, Financial Planning commented: “Our financial planning business is currently undergoing a period of strong growth that reflects the huge number of enquiries the firm is receiving.
“With the radical shake-up to pensions, demand for sound financial planning advice has never been greater, and appointments like Roy’s ensure that we can provide the superior service our clients expect. We are delighted to welcome him to the team.”
For a photograph of Roy Smith please contact email@example.com.
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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.