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  11. Tilney

Tilney

Restricted - Whole of Market  Third Floor Atria Two, 148 Morrison St, Edinburgh, EH3 8EX
First meeting at adviser's own cost
Your personal wealth. Our personal responsibility. Enquire to arrange an initial meeting today, at no cost to you.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Critical illness
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Income protection insurance
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Life 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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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
Daniel Cairns
Chartered Financial Planner
Accreditations
Chartered financial planner - individual adviser accreditation
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 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

We provide advice and help you navigate a wide variety of financial planning areas, such as:

- Retirement planning
- Savings & Investments
- Estate and inheritance tax planning

If you feel you could benefit from having a structured financial plan in place, I would be more than happy to meet to discuss your needs and how Tilney may be able to help you.

Where to find us
Head office address: Third Floor Atria Two, 148 Morrison St, Edinburgh, EH3 8EX
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 27th June 2022

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