Financial Planning

Tilney provides a long-established and comprehensive Financial Planning Service for clients across the UK. It has a large, nationwide team so wherever someone lives in the UK, Tilney has financial planners with the expertise to handle even the most complex financial planning needs.

Highly qualified financial planners

All Tilney’s financial planners hold or are working towards Certified or Chartered status and the service they provide is competitively priced and excellent value.

Tilney clients seek financial planning for many different reasons. Some need a one-off recommendation on a specific subject such as retirement planning, others want peace of mind that they are on track to achieve their goals and there are those who require a bespoke financial plan that takes into account all aspects of their wealth. 

Our two-expert approach

Unlike many other financial planning services where one adviser looks after the financial planning and investing needs of clients, Tilney believes that financial goals are most likely achieved by combining the specialist skills of a financial planner with those of an investment professional. Both are separate disciplines with different skillsets and qualifications.

Tilney is in an excellent position to provide this ‘two-expert approach’ as, in addition to financial planning, Tilney provides an award-winning investment service. Its financial planners work hand in the hand with the firm’s investment professionals. This is a key differentiator of the Tilney Financial Planning Service and one of the main contributors to its growth and success.

The Tilney Financial Planning Service is also popular with clients of the Bestinvest Online Investment Service who require financial advice but choose not to have their investments managed. In addition, it has strong relationships with a number of high profile professional partners.