Archived article: This article was correct at the time of publishing. Tax, investments and pension rules can change over time so the information below may not be current.

Video: Introducing Tilney Bestinvest

In this short video Sally Merritt (Associate Director, Investment Advisory) introduces you to Tilney Bestinvest and talks about our range of financial planning and investment management services.

Tilney Bestinvest is a nationwide investment and financial planning group with 40 regional offices across the UK and a heritage spanning more than 180 years. We have won numerous awards for our high levels of personal service and technical expertise, most recently at the Investors Chronicle & Financial Times Investment and Wealth Management Awards 2014.

At Tilney Bestinvest we offer execution-only, advisory and discretionary investment management solutions. This means that as a client you can manage your own investments with the powerful but low-cost Online Investment Service, invest with personal advice and support from one of our expert advisers, or delegate the ongoing management of your investments to your own dedicated investment manager.

We also have a team of financial planners who help many clients with creating a financial plan to reach their lifestyle goals – such as paying for a child’s education fees or estate planning for future generations. Every client’s needs are different, but typically we will meet with you to discuss your goals and requirements, develop an investment strategy to achieve them and review your progress going forward.

The value of investments can go down as well as up, and you can get back less than you originally invested. Past performance is not a reliable indicator of future returns. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change. This video does not constitute a personal recommendation or advice to invest.