Tilney expands Bristol financial planning team03 October 2016
Jade Voo joins the firm as a Financial Planner
Tilney, the investment management and financial planning business of the Tilney Bestinvest Group, is pleased to announce that Jade Voo has joined the firm as a Financial Planner. Jade is based in the firm’s Bristol office and reports into Richard Stones, Regional Director, Financial Planning.
Jade has nearly thirty years experience in financial services, latterly working for HSBC. She has previously worked for Chase De Vere and Close Asset Management.
Richard Stones, Regional Director of Financial Planning at Tilney, commented: “There has been a considerable amount of change to pensions and tax allowances in recent years, which has added to the complexity faced by many savers. In our view the need for high quality, professional financial advice has never been greater and therefore we are delighted that Jade has joined the growing Tilney team in Bristol to help us meet this demand.”
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. This press release does not constitute personal advice.
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.