Tilney Bestinvest expands Glasgow financial planning team

20 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 matthew.gray@tilneybestinvest.co.uk.

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Press contacts:

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

Roisin Hynes
0207 189 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.