Tilney Smith & Williamson Appoints Aviva Financial Planner

0


Tilney Smith & Williamson has appointed Aviva’s Neil Thornton to their Exeter office as financial planner.

This appointment is part of the company’s expansion into the West Country and follows the appointment of Will Matthewman as Investment Manager, also in his Exeter office.

Thornton joins Tilney Smith & Williamson with 25 years of experience in financial services, having recently worked at Aviva as a financial advisor in Devon and Cornwall for the past three and a half years.

Prior to that he worked in the region for HSBC Retail Banking & Wealth Management, as well as Banco Santander.

He said: “I am delighted to join the Exeter office of Tilney Smith & Williamson as a financial planner. The company has an excellent reputation and exceptional experience in providing its clients with quality tailored financial advice backed by a high caliber investment management team.

“I am very happy to start the next chapter of my career with such a professional team. “

In his new role, Thornton’s work revolves around private client relationships as well as business development with key introducers.

He specializes in investment advice, retirement planning and estate planning for private clients, working closely with an investment manager to ensure that the risk and objectives of the portfolios meet the needs of his clients.

Mark Wilkins, Managing Partner of Tilney Smith & Williamson’s Exeter office, said: “I am very pleased to welcome Neil to our growing financial planning team in Exeter. Neil brings a wealth of experience gained from working in a number of well known financial services firms and know he will be a valuable asset to our clients across the West Country.

He added: “We see a significant opportunity to continue to expand our team in Exeter given the growing demand we see for our financial planning and investment management services in the region.

“The feedback we repeatedly receive from clients is that they enjoy working with experienced professionals that they can meet locally and therefore we continue to be on the lookout for more top talent in the region interested in joining our team. . ”

Last week Tilney Smith & Williamson agreed to terms for a new office in Cardiff as they seek to expand their clientele in Wales.

The group’s new office at Brunel House in Fitzalan Road comes as the company’s lease on its old office expired last year during the lockdown.

[email protected]

What do you think of the issues raised by this story? Email us at [email protected] to let us know


Share.

Comments are closed.