Tilney ramps up recruitment drive with Exeter hire

02 May 2017

Wealth manager Tilney has continued with its major recruitment drive with the recruitment of Lee Harris financial planner. He joins the Exeter office where there is already a well-established financial planning team.

Lee joins Tilney from HSBC where he was a Premier Relationship Manager, Wealth Adviser for nine years. There he specialised in the provision of bespoke financial advice to a portfolio of high net worth clients, covering Investing, Protection, Retirement and Estate Planning.  He has previously worked at Lloyds and Liverpool Victoria. With over 25 years of experience, Lee has a strong track record of building strong relationships with clients throughout Devon and in particular Sidmouth.

Mark Wilkins, Managing Partner at Tilney, commented: “We are thrilled to announce Lee’s appointment, which adds further strength to our financial advice offering in Exeter and East Devon. The continued growth of the Tilney Exeter team will help reinforce Tilney’s “two expert” approach to supporting clients with both financial planning advice and tailored investment management within the area. Lee brings considerable expertise in both retirement planning, investments and estate planning.”

Lee Harris, Financial Planner, added: “I am pleased to be joining at such an exciting time for Tilney. The company has undergone a period of strong expansion recently, making a series of acquisitions, and this looks set to continue over the coming months. I look forward to beginning my new role offering exceptional financial advice to individuals in and around Exeter and East Devon.”

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For a photograph of Lee Harris please contact gillian.kyle@tilney.co.uk

Important information

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.

About Tilney

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.