Tilney for mem benefits Jan 2017

Investment Management and Financial Planning 

Tilney is a private client investment and financial planning firm that offers a truly personal service. We work with clients from across the wealth spectrum at all stages of life, from new investors opening their first ISA through to sophisticated Inheritance Tax planning for the older generation.

Tilney has some of the most qualified and talented financial professionals with an average of 15 years’ industry experience. The firm has won numerous awards including the Financial Times’ Stockbroker of the Year 2014 and 2015 and Best Self-select ISA Provider 2015.

The business is focused on the development of constructive partnerships with the legal community. We are proud to have been an official partner of the Law Society of Scotland since 2015, with the objective to provide relevant content and expertise to support your relationships with clients*.

We are pleased to offer you and your clients support with your financial circumstances through the Members’ Benefit scheme. We advocate a two-expert approach and believe that financial goals are most likely to be achieved by combining the specialist skills of a financial planner with those of an investment professional.

Some of the areas we can help with include:

  • Investment management, including ISA investments
  • Establishing and managing personal pensions
  • Reviews of existing pension arrangements
  • Estate and Inheritance Tax planning
  • Cashflow modelling and lifetime planning
  • Succession planning

To find out more you can browse the full key features of our service.

Society members and their clients can take advantage of an initial consultation at our expense with one of our Chartered financial planners.. There will also be the opportunity to review any existing or planned investments, and of course there is no obligation to take any further advice. For more information or to book an appointment please contact us on 0333 014 5429 or email lawscotland@tilney.co.uk quoting ‘members benefits.’

*Our online web resources are a key aspect of our partnership with the Law Society of Scotland. They have been designed to provide relevant information to support solicitors when discussing their clients’ finances. You can download factsheets ranging from Key Facts about Pension Reform to Making Financial Gifts and the latest Market and Economic Commentary.

Important information

This page is for professional use only.

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. This does not constitute personal advice. If you are in doubt as to the suitability of an investment please contact one of our advisers. Past performance is not a guide to future performance. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. Please note we do not provide tax advice.