Tilney

Financial Adviser (Restricted Whole of Market) 1st Floor, Lockton House, Clarendon Road, Cambridge, CB2 8FH
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
17th June 2019
Your personal wealth. Our personal responsibility.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
    • EEA
    • Rest of world
Meet our advisers
adviser-person
Richard Dawes CFP
Regional Head
Accreditations
Certified Financial Planner
Where to find us

1st Floor, Lockton House, Clarendon Road, Cambridge, CB2 8FH

Make an enquiry
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 £20 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 our growth stems from the recommendations of Tilney’s service that 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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

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.

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