Tilney expands financial planning team in Edinburgh

02 December 2019

Jacqueline Morton joins from Investec Wealth & Investment

Leading UK wealth management group Tilney, which looks after over £25 billion of assets for clients, has further developed its team in Edinburgh with the hire of Jacqueline Morton as a financial planner.

Jacqueline joins Tilney from Investec Wealth & Investment where she worked since 2011, most recently as business development director. Prior to this, she was a business consultant for the Edinburgh area for Old Mutual.

As part of Tilney’s ‘dual expert’ approach, she 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.

Mike Wardlaw, financial planning director for the Edinburgh team, said: “We are delighted to expand our financial planning team in Scotland. Jacqueline is highly talented and well regarded in the region and I am delighted to welcome her to the team. She is the third planner to join our team this year which highlights our commitment to providing the very best standard of financial advice to the people of Edinburgh.”

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.