Tilney celebrates first anniversary with Law Society of Scotland20 June 2016
Tilney, the leading investment and financial planning firm, celebrates it’s first anniversary as the Law Society of Scotland’s expert partner offering investment management and financial advice for solicitors’ clients.
The award-winning financial services company offers a range of services including financial planning, investment and wealth management and a managed portfolio service. Over the past year, Tilney has provided expertise on investment and financial planning to support solicitors whose clients are seeking additional financial advice, a service which will continue this year. There have also been additional workshops for the Scottish Young Lawyers Association on financial awareness.
The partnership has helped to provide resources for solicitors looking after the financial affairs of clients and trustees through the Society’s website, seminars and the Journal Magazine. One of the focuses over the past year has been to aid the Society in the support of local and high street businesses. This has been done by delivering presentations on recent changes to legislation, and rolling it out throughout Scotland which has so far included visits to Oban and Greenock.
Paul Frame, Managing Director and Head of Scotland at Tilney, said: “We are delighted to have reached this milestone in our partnership with the Law Society of Scotland, the first of many I am sure. Tilney has long had a history of working with the Scottish legal community, helping to strengthen and maintain solicitor and client relationships over the generations. We aim to continue our support of the Law Society and its membership by offering additional expert resources on the investment and financial planning matters that will benefit solicitors’ clients.”
More information about Tilney and its services is available on the Law Society’s website.
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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.