Tilney expands financial planning offering in London16 December 2019
Leading UK wealth management group Tilney, which looks after over £25 billion of assets for clients, has further expanded its team in London with the hire of Joe Kaitcer as a Financial Planner. Joe reports to Leon Buckley, Partner, Financial Planning and is based in Tilney’s New Street Square office in the City.
Joe has joined Tilney from First Wealth LLP where he worked since graduating from Manchester Metropolitan University with a first class degree in Financial Services, Planning and Management in 2015. He holds a Diploma in Financial Planning from the Chartered Insurance Institute.
As part of Tilney’s ‘dual expert’ approach, Joe will be part of a team that works 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.
Richard Dawes, Regional Head for Financial Planning at Tilney, said: “As we look to continue the growth and development of our financial planning team, we are always on the lookout for both bright, young talent as well as long experienced advisers. I am delighted that Joe has chosen to further his career at 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.