Tilney continues to hire during pandemic: Mark Stone joins Bristol team as a financial planner

04 June 2020

Leading UK wealth management group Tilney, which looks after over £24 billion of assets for clients, is continuing to recruit new talent during the COVID-19 crisis. The latest addition is Mark Stone who joins the team in Bristol area as a financial planner.

Mark is a seasoned financial planner who has spent over two decades in the advice profession. He joins Tilney from Whitechurch Securities where he spent 19 years, most recently as financial planning director. Prior to this he was an independent financial adviser at PensionsAdvice.

As part of Tilney’s ‘dual expert’ approach, Mark will work closely with the firm’s award winning investment managers to provide a high quality integrated wealth management service to enable clients to organise their financial affairs and have an investment strategy tailored to their objectives.

Tilney successfully migrated to a remote working model ahead of the lockdown in mid-March, utilising secure technology to enable its financial planners and investment managers’ full access to its systems from home during the COVID19 pandemic. This week the group confirmed that year-to-date net new inflows are ahead of the same period in 2019, despite the challenging economic backdrop.

Terry Rice, managing partner for Tilney in Bristol, commented: “During this ongoing period of uncertainty, the need for high-quality financial advice has never been more important. Against this backdrop, it is very reassuring to attract financial planners of Mark’s calibre to Tilney. He has a wealth of experience and will be well-placed to help steer the people of Bristol through this difficult time and I am delighted to welcome him to the 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.