Tilney Bestinvest bolsters financial planning team with four new hires
Tilney Bestinvest, a UK-based investment and financial planning firm, has expanded its financial planning capabilities by hiring four new financial planners.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The new hires include David Durrant, Sally Bartram, Louise Higham and Mike Williams.
Based in Tilney’s East Anglia office, Durrant will report to the group’s managing director for financial planning, Richard Dawes. He has joined Tilney from Wetherbys Private Banking in East Anglia, where he worked for five years as a Chartered Financial Planner.
Based in the Bristol and Avon region, Bartram will report to Richard Stones, financial planning director. She previously worked with Hargreaves Lansdown and at Towry and Holden Meehan.
Higham, who will be based at the firm’s Manchester office, will be reporting to financial planning director Ann-Marie Atkins. Higham has joined Tilney from LJ Financial Planning.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataCovering the firm’s Birmingham office, Williams will report to financial planning director Neil Watson. Prior to joining Tilney, he worked for 10 years with HSBC and was most recently premier relationship manager, providing fee-based, regulated financial advice to around 600 HNW clients.
Dawes said: "The growth of our financial planning presence through the hire of high quality professionals as well as bolt-on acquisitions such as our recent deal with Webb Holton in Birmingham is a key strategic priority for Tilney Bestinvest.
"We have seen strong demand for expert financial planning as a result of the recent upheavals to the pension system and as we look ahead to the impending launch of our joint venture with Saga."
Saga Investment Services is slated to launch in the second half of 2015.
Additionally, Tilney plans to open new offices on the south coast of England and east coast of Scotland as part of its continuing development, according to International Adviser.
