Tilney sets up financial planning team in the Winchester area

17 July 2019

Leading UK wealth management group Tilney, which looks after over £24 billion of assets for clients and was last year awarded Wealth Manager of the Year by the Financial Times and Investors Chronicle, has established a financial planning team to cover Winchester and the surrounding area. While Tilney has long had an office in Micheldever, close to Winchester, the office has previously focused exclusively on providing investment management services to private clients. This is the first time that dedicated financial planners will be based in the office.

Steve McNamara joins from national advice firm Chase de Vere where he worked for five years as a financial planner. Prior to this Steve worked for a number of years in a technical capacity for financial planning firms – from smaller boutiques to larger companies which include the wealth management division of top 30 accountancy ‘BDO’ and also investment and pension provider Old Mutual Wealth.

Also joining the team is Hollee Vivian who joined Tilney four years ago as financial adviser based in Bracknell after graduating with a law degree. Hollee holds Diplomas from the Personal Finance Society and Chartered Insurance Institute is now an associate financial planner.

The team are able to provide financial planning advice on a wide ranging of needs including pensions and retirement planning, inheritance and estate planning, tax efficiency, saving for children and education fees, protection and making financial gifts. 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.

Chris Copley, Managing Partner for the Financial Planning South Coast Team for the Tilney Group, said: “We are delighted to expand our financial planning team in the South of the country and this marks the first time we have had a planning financial presence in Winchester. Steve is a highly experienced planner and I am thrilled to welcome him to the team.

“We are also delighted that Hollee to embark on the next step of her career with us. We take a lot of pride in our ability to nurture and train our colleagues, and Hollee’s progression is testament to that.”

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.