Tilney expands financial planning offering in Cambridge

05 September 2019
 

Two financial planners hired

Leading UK wealth management group Tilney, which looks after over £25 billion of assets for clients and was last year awarded Wealth Manager of the Year by the Financial Times and Investors Chronicle, has further developed its team in Cambridge with two new hires. Vincent Keane joins as a financial planner, while Laura Ingram will be a new financial planning director.

Laura was previously at NW Brown in Cambridge and is a Chartered Financial Planner widely experienced at advising families on their wealth and working with their other professional advisers, especially in the legal sector. She is also Vice President of the CISI in East Anglia and an active member of the Institute of Directors.

Vince previously worked on a self-employed basis advising clients primarily on retirement planning options but a range of other matters besides. Prior to working as an IFA, Vincent had spent some time in a business development role and he has also spent part of his career working offshore advising international clients.

As part of Tilney’s ‘dual expert’ approach, they will work alongside 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.

Nick Geere, Managing Partner for the Cambridge Financial Planning Team for the Tilney Group, said: “We are delighted to expand our financial planning team in the East of the country. Laura is highly experienced and well regarded in the industry and she will be a huge asset to help lead our team. We are also really pleased to welcome Vincent to our team. His appointment is testament to our ability to attract the best planners in the region to our growing 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.