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The Tilney Group includes 10 entities: Tilney Investment Management Services Ltd, Tilney Investment Management, Bestinvest, HW Financial Services Ltd, Tilney Asset Management Ltd, Tilney Financial Planning Ltd, Tilney Discretionary Portfolio Management Ltd, Tilney Asset Management Services Ltd, Tilney Discretionary Investment Management Ltd and Index Fund Advisors Limited.
Tilney group claims to have 180+ years of experience, 300+ financial managers and £24bn+ of assets under management.
The Tilney Group and all of their entities are authorised and regulated by the Financial Conduct Authority.
Tilney's services can be broadly classified under three categories:
Each of these categories include different services, such as:
|Financial planning||Specialist advice|
|Investment management||Pensions and retirement planning||Accountants|
|Investment advice||Inheritance tax and estate planning||Lawyers|
|Tax planning||Business owners|
|Gifts, philanthropy and charity||Company executives|
|Saving for children||Sport and entertainment professionals|
|Life-changing events||NHS and other medical professionals|
|A full financial plan|
Under investment management, the Tilney Group has two main offerings:
The international marketplace is in many jurisdictions a place where UK businesses can expand, without the regulatory constraints inherent within the UK.
Yes, a full reporting suite including detailed statements with relevant commentary, contract notes following transactions and tax reporting showing all gains, dividends and income received is made available.
Tilney charges an annual management fee based on the value of your portfolio, and there is no initial set-up fee.
Yes, onshore individual and corporate clients are entitled to apply for a loan using the assets of their portfolio as security.
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Within the international marketplace, the Tilney funds are typically accessed by financial salespeople through offshore bonds.
The total cost of these insurance bonds, the advisers' commission, and the funds themselves potentially create a serious drag on performance, which will impact your returns.
Since 1994, Tilney Group have run an amusing and informative analysis of underperforming funds known as 'Spot the dog.' It is therefore not without irony that in our view, more cost effective, more transparent and better performing investment options exist.
If you’re looking for the strongest possible growth on your investments, and you don’t want that to be undermined by high costs or you are uncomfortable with your adviser accessing investments through an insurance wrapper and/or receiving kick-back commission payments, then you may wish to consider alternative options.