Investment Advisory

Investment Advisory Service

The Investment Advisory Service was founded in 1986 and has been named Best Advisory Service at the City of London Wealth Management Awards in both 2016 and 2015. Advisers and clients initially discuss their aims, requirements and attitude to investment risk to establish which of Tilney’s asset models is most appropriate to their situation. These models are based on the output of Tilney’s research department and are reviewed at quarterly asset allocation meetings.

The adviser then recommends a bespoke portfolio of investments that matches this asset model and more specifically the client’s individual requirements. Usually, the service continues with the adviser giving the client ongoing advice on their investment decisions. This includes proactive contact when the company view of a particular investment changes, and an annual review of the client’s portfolio to ensure it continues to meet their needs.

One-off advice is also available for investors who would prefer not to receive ongoing support with their investment decisions.