Services for your client

Investment Management and Financial Planning for Clients 

 Tilney logo Jan 2017

Professional financial advice for clients has become an increasingly important area of work as individuals seek to protect, preserve, grow and ultimately pass on their assets. They look to their solicitors for expert advice.

These pages have been developed in partnership with leading investment and financial planning firm Tilney as a resource for members looking after the financial affairs of individual clients and trustees, helping you develop a competitive edge.

Trust is the key consideration when working with a professional partner. Tilney's aim is to provide expertise on investment and financial planning to support your client relationships, adding value over the longer term.

Other key considerations

    • How appropriate and suitable is the service for the client?
    • A two-expert approach
    • Experienced advisers
    • Simple and compliant paperwork
    • Clear and competitive pricing
    • Dedicated in-house research team

Find out more about Tilney and its services here

Latest articles

Feb 2017: Supporting clients' financial goals in the lead up to tax year end

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.  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.

Additional information

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