Towry adds to Belfast office with new financial planner

14 November 2016
 

Wealth manager Towry, part of the Tilney Bestinvest Group, has added to its Belfast team with the appointment of Simon Martin as a Financial Planner & Wealth Manager.

Simon has over sixteen years’ experience in financial services, having worked previously with Lloyds, UBS, and Chase De Vere as an Independent Financial Adviser where he was responsible for providing financial solutions to high net worth clients. His most recent role was at Danske Bank where he worked closely with private clients – predominantly business directors and owners.

Commenting on the appointment, Cathal Canavan, Financial Planner & Wealth Manager, Director at Towry, said, “In Simon we have found a financial planner of the highest calibre who is clearly passionate about building and strengthening relationships with clients and providing the very best service to them. He will be a big asset to our team in Belfast.”

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For further information contact: Towry         
Katy Moore – PR     
Tel: 020 3818 6969
katy.moore@towry.com

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.