Tilney continues recruitment drive

22 August 2017
 

Financial Planner appointed in Birmingham

Leading UK investment management and financial planning group Tilney has bolstered its Birmingham office with the appointment of a chartered financial planner. Jane Garrick joins the team as part of Tilney’s ongoing recruitment drive.

Jane joins from Santander where she was a private banker for two years, managing a portfolio of 250 clients, offering regulated investment advice. Before that, she spent over 25 years at Lloyds Banking Group, mostly recently holding the position of private banking manager.

In Tilney’s Birmingham team, Jane will deliver 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.

Rob Chandler, regional head of financial planning at Tilney, says: “With our recruitment drive continuing into the second half of this year, we will be looking for individuals who can contribute to Tilney’s growth while maintaining our high standards of service for clients. Jane offers exactly that – she has a long history of building excellent relationships with her clients, as well as professional connections, and will make an exceptional addition to our growing financial planning team.”

About Tilney

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.