UK wealth management group Tilney, which looks after over GBP24 billion of assets for clients, is continuing to recruit during the Covid-19 crisis. The firm’s latest addition is Mark Stone who joins the team in Bristol area as a financial planner.Stone is a seasoned financial planner who has spent over two decades in the advice profession. He joins Tilney from Whitechurch Securities where he spent 19 years, most recently as financial planning director. Prior to this he was an independent financial adviser at PensionsAdvice.
As part of Tilney’s ‘dual expert’ approach, Stone will work closely with the firm’s award winning investment managers to provide a high quality integrated wealth management service to enable clients to organise their financial affairs and have an investment strategy tailored to their objectives.
Tilney successfully migrated to a remote working model ahead of the lockdown in mid-March, utilising secure technology to enable its financial planners and investment managers’ full access to its systems from home during the COVID19 pandemic. This week the group confirmed that year-to-date net new inflows are ahead of the same period in 2019, despite the challenging economic backdrop.
Terry Rice, managing partner for Tilney in Bristol, says: “During this ongoing period of uncertainty, the need for high-quality financial advice has never been more important. Against this backdrop, it is very reassuring to attract financial planners of Mark’s calibre to Tilney. He has a wealth of experience and will be well-placed to help steer the people of Bristol through this difficult time and I am delighted to welcome him to the team.”