Tilney for Intermediaries

Tilney’s support for financial advisers began in the 1990s, although the roots of our company can be traced back much further, to the 1800s when we first began managing money on behalf of clients. Today, we have significant expertise in our field and an impressive track record of working with financial advisers to provide successful investment management solutions for their clients. We have an established network of offices across the UK, giving us the reach to provide local, personalised services for financial planners across the country. Managing assets on behalf of clients has renewed focus in the post-RDR world. At Tilney, we have a wealth of expertise in working with financial advisers. We understand the challenges you face and have experience of working with you to create reliable and cost-effective investment management solutions for your clients. We are able to work with you in a flexible manner to suit how you interact with your clients. We offer you a broad range of clearly defined investment solutions for your clients, whatever their stage of life or level of assets. Each solution is underpinned by high-quality, unbiased research and our robust, structured and disciplined investment process. Key benefits of our service We can work with you in a way that meets your business needs A broad range of investment management solutions underpinned by a robust investment philosophy and process Externally accredited investment management performance Cost-effective solutions A personal service Don’t take our word for it Our Multi-asset Portfolio service has received a Defaqto 5 Diamond Rating* and both our Managed Portfolio Service and Investment Management Service have received a Defaqto 5 Star Rating. *Defaqto is an independent researcher of financial products.