Tilney

Established more than 180 years ago, Tilney is a company with a long and proud history of managing money on behalf of individuals, families and charities. Today it is one of the UK’s leading investment and financial planning firms with more than £20 billion in client assets.

Investment management

Tilney provides an award-winning investment management service to clients across the UK. Its Personalised Investment Management Service enables clients to delegate the responsibility for the day-to-day management of investments to Tilney’s highly qualified and experienced investment managers in line with a pre-agreed set of objectives.Tilney also provides a Core Investment Management Service that aims to preserve and grow wealth in line with a pre-agreed level of investment risk. All investment solutions are underpinned by a robust and disciplined investment process that has been developed and is overseen by the Tilney Chief Investment Officer.   

A US service

In addition to providing investment management services to individuals and families in the UK, Tilney works with individuals, trusts and companies with connections to the US. Its specialist team has developed a range of investment strategies to meet the needs of clients with different tax and residential situations.

Investment management for charities

Tilney has had a strong focus on supporting charities throughout its history and today has a dedicated UK-wide charities service. Against an increasingly complex regulatory backdrop for charity trustees, it creates investment solutions to match a charity’s circumstances and ambitions. 

Investment Advisory

Tilney is also home to our award-winning Investment Advisory Service, which enables clients to choose and manage their own investments but with the support of a dedicated investment adviser. This service is hugely popular with both experienced investors who enjoy discussing investments and those wanting a helping hand with investment decisions.

Clients choosing this service benefit from the expertise of a highly qualified investment adviser, detailed advice on the choice of asset allocation model to support investment objectives and frequent proactive communication from their investment adviser. 

Financial planning

Demand for high-quality financial advice has grown significantly in recent years because of developments such as pension freedoms and a shakeup of the industry following the Retail Distribution Review (RDR). To meet this demand, Tilney has invested heavily in further developing its long-established, award-winning financial planning service. It employs a large team of highly qualified financial planners across the UK so wherever a client lives, Tilney can provide a professional with the expertise to handle even the most complex financial situations.

Wherever in the UK a client lives, Tilney has financial planners with the expertise to handle even the most complex financial situations.

Tilney’s financial planners support clients in meeting objectives such as planning for retirement or generating an investment income as well as creating comprehensive financial plans for their futures.

Two specialists working together

A distinctive feature of Tilney and one that sets it apart from many of its competitors, is that its financial planners and investment professionals can work hand-in-hand to design strategies to help clients define and achieve their lifestyle and wealth goals.

Awards for Tilney’s service

Readers of the Financial Times and Investors Chronicle voted the company Best Stockbroker of the Year in 2015, 2014, 2013 and 2011. In 2016, Tilney’s investment management expertise was also recognised when it was named winner in the Investment Performance – Cautious Portfolios category at the prestigious PAM Awards 2016 run by Private Asset Managers.