Tilney

Restricted - Whole of Market  3rd Floor, Exeter, Devon, EX1 1NT
First meeting at adviser's own cost
Your personal wealth. Our personal responsibility.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Mark Wilkins
Managing Partner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Tilney is an award-winning financial planning and investment company that builds on a heritage of more than 180 years.

Our clients include private individuals, families, charities and professionals, and we look after more than £24 billion on their behalf. We employ more than 1,000 staff and through our extensive network of offices are proud that we can provide expert advice in person wherever a client lives in the UK.

All of our services are underpinned by a disciplined investment process and delivered by some of the UK’s most experienced and highly qualified investment professionals.

The foundation for Tilney’s success is our focus
on providing a high-quality, personal service
to each of our clients, and we are proud of the
recommendations of Tilney’s service that many of our clients make to others.

At Tilney, your personal wealth is our personal responsibility.

PLANNING | ADVISING | INVESTING

Our services

No two clients are the same – our service is personal to you. You may need advice on a one-off basis for a specific goal such as planning for retirement or managing Inheritance Tax. For more complex needs we can create a full financial plan that covers all areas of your finances.

If you need help with your investments, we have a range of services available. Our investment professionals can work together with our financial planners to make sure your money is always working as hard as possible towards your goals. We call this our two-expert approach.

Where to find us
Head office address: 3rd Floor, The Senate, Southernhay Gardens, Exeter, EX1 1UG
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020

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