Our Partners

Tilney

Tilney is a long established, UK-wide Investment Management and Financial Planning business, who specialise in providing advice to those in family businesses.

Tilney help clients at all stages in their life and they can work with your other business advisers to plan and structure your finances as tax efficiently as possible.

Their specialist cashflow modelling software can look at your personal and business wealth together to create a projection of your finances for the future. If you plan to sell the family business, Tilney can show you how much you need to achieve your financial goals. If you plan to pass the business to family members, they can assist with the transfer and take account of wider estate planning, while working with the next generation.

They can advise on protection plans to safeguard your business, personal and family wealth including: relevant life insurance; shareholder; key person; and loan protection.

Tilney’s team of investment managers work hand in hand with their financial planners and can help with corporate and personal investments. They have expertise in many kinds of investments and can tailor portfolios to take account of any Environmental, Social and Governance considerations.

In addition, Tilney have access to a Cash Deposit Platform that seeks to help improve interest returns while maximising available FSCS protection. The platform is available for both personal and corporate deposits.

Find out more here or by emailing family.business@tilney.co.uk

Important Information
Investments can go down as well as up and you may not get back the amount originally invested.
Tilney Financial Planning Limited and Tilney Investment Management Services Limited. Authorised and regulated by the Financial Conduct Authority.

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