Tilney

Restricted - Whole of Market  Sterling House, Kidlington, Oxfordshire, OX5 2DH
check
FCA authorised
Last authorised 25th January 2021
Your personal wealth. Our personal responsibility.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Stockbroking services
check
Long term care
Meet our advisers
Paul Heslop
Managing Partner
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.

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

Sterling House, 19/23 High Street, Kidlington, Oxfordshire, OX5 2DH

Similar advisers near you

Independent Financial Adviser 3.33 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
Independent Financial Adviser 3.33 mi
Our aim is to help clients meet their financial goals and aspirations by offering comprehensive, clear and straightforward advice.
 
Independent Financial Adviser 3.34 mi
Speak to a Chartered Financial Planner for Specialist Pension Transfer, Investment and Tax Advice.
 
Independent Financial Adviser 4 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.