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 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.