Tilney Bestinvest recruits experienced planner for Exeter office28 October 2014
Tilney Bestinvest is pleased to announce the appointment of David Boyce as a Financial Planner covering Exeter and the South West. David will be based in Tilney Bestinvest’s Exeter office, and will report in to Nick Rimmer, Director, Financial Planning.
David has over 16 years’ experience as a financial planner. He joins Tilney Bestinvest from HSBC Bank where he had worked since 2005, initially as a Premier Independent Financial Adviser covering Exeter and East Devon. After two years spent servicing High Net Worth Individuals and Private Bank clients in Guernsey as a Senior Independent Wealth Manager, David’s most recent position at HSBC was as a Premier (High Net Worth) Relationship and Client Manager for the Cheltenham area, where he was responsible for over 200 clients with assets ranging between £500,000 and £3million.
Richard Dawes, Managing Director of Financial Planning, said “David’s financial planning experience stands him in excellent stead to service our clients in Exeter and the South West. His strong ties to the region will play a key role in the growth of our financial planning business there.”
- ENDS –
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
0207 189 9919
07768 661 382
0207 189 2492
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.
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.