Tilney Bestinvest hires David Cummins for push into Kent17 September 2014
Leading investment and financial planning group, Tilney Bestinvest, is pleased to announce the appointment of David Cummins as Director, Financial Planning as it progresses its strategy of expanding its regional financial planning presence. Cummins will be based in Tilney Bestinvest’s new office in Maidstone and will report to Richard Dawes, Managing Director of Financial Planning at the firm.
David Cummins has 25 years of experience advising private individuals and their families on their financial plans and is a Chartered Financial Planner, which is recognised as the ‘gold standard’ for financial advice in the UK. He is an Associate of both the Institute of Financial Planning and the Personal Finance Society (PFS) and is the PFS’s Education Officer for Kent.
David joins Tilney Bestinvest from European Wealth where he was Senior Financial Adviser in their East Malling office. He has previously worked at St. James’s Place, Halifax Bank of Scotland and Equitable Life.
Richard Dawes, Managing Director, Financial Planning, commented: “We are delighted that David has joined the team. He is a hugely experienced financial planner who has advised individuals and their families in Kent and the South East for many years and will spearhead the growth of our financial planning business in Kent. The radical shake-up of pensions being introduced next year means there has never been a more important time for people to seek high quality, professional advice on their financial plans and that underpins our ambitious plans to double the size of our financial planning team over the coming months.”
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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.