Financial Planning and Investment Management

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At Tilney we have one aim – to help clients preserve and increase their wealth. We also understand that every person is different. Clients could be focused on growing investments and pensions, estate planning, or tax efficiency. The client may have complex financial needs or have definite views about what they want to achieve in life. Or like many, the client may just find that they simply do not have enough time to manage their finances effectively. In any of these cases it can be difficult to know what to do – and where to invest.

Whatever the client wants from their wealth, we can help. We will work with the client to understand what really matters – their priorities, ambitions and concerns. We create bespoke solutions to meet these challenges with goal-focused financial planning and integrated investment solutions, working with clients from across the wealth spectrum and at all stages of life.

The downloads available on the right hand side detail some examples of our work to support clients.

Important information

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. These pages are for professional use only. This page does not constitute personal advice. If you are in doubt as to the suitability of an investment please contact one of our advisers. These pages are for professional use only.

Tilney is part of the Society's partnership scheme. The 'Services for your Client' pages are intended to provide members with relevant information and resources that may assist their work. The Society does not endorse or take responsibility for any advice, products or services mentioned within these pages.

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Tilney has Scotland-wide coverage

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