Tilney ramps up recruitment drive with Exeter hire02 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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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.