Tilney - ConnectExtra
Tilney is an award-winning financial planning and investment company that builds on a heritage of more than 180 years. Our clients include private individuals, charities, trusts and companies, as well as those appointed by the Court.
At Tilney, we believe that our clients’ personal wealth is our personal responsibility. We work with clients from across the wealth spectrum and are trusted to look after more than £23 billion of assets on their behalf. In June 2017, the Tilney Group was named as one of the UK’s top-performing private client wealth managers in a snapshot of the industry published by the Financial Times.
We are proud to be both a Strategic Partner of the Law Society of Scotland and a member of ConnectExtra. Just as HM Connect provide you with support and additional resource on legal matters, we can assist members with a colleague down the corridor service for any questions you have on investment and financial planning. We also work closely with HM Connect on the provision of CPD to local faculty groups across Scotland and provide financial CPD directly to member firms.
Are you on track for the retirement lifestyle you want, and does your existing pension plan allow you to take full advantage of the new freedoms? Tilney are offering HM Connect members and their clients a no-obligation pension review. To book yours, contact Alison Fitzsimons using the above contact details.
Working alongside legal professionals
We have strong, established relationships with the legal community in Scotland and specialist capabilities in a number of complementary areas:
- Discretionary and transactional advisory investment services
- Tender suitability assessments for recipients of personal injury awards
- Lifetime financial planning and wealth management for personal injury pursuers
- Expert advice in divorce cases
- Inheritance tax planning
- Family wealth succession planning
- Specialist US investment service for US-connected persons
HM Connect Member Special Discount
Our services for HM Connect members include:
- Colleague down the corridor
- Financial CPD
- No-obligation pension review
The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested. Please note we do not provide tax advice. For Professional use only.