Tilney logoTilney’s financial planners and investment experts help people to achieve their financial goals and ambitions.

They look after £24 billion on behalf of their clients, who include solicitors, senior professionals, company executives along with families, charities and other private individuals.

Tilney’s experts understand that as a legal professional, your personal finances are likely to be complicated and you may have very little time to dedicate to them. You face unique challenges when it comes to your pension and retirement planning, inheritance tax and estate planning and tax planning.

As a legal professional, you’ll know the importance of talking to an expert. Just as you have the specialist legal knowledge to help your clients, Tilney has the specialist financial planning and investment knowledge and expertise to help you.

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Speak to Tilney

Find out more about how Tilney’s experts can help you by booking a free initial consultation by telephone or video call.

Contact them on 020 3131 6178 or book an appointment online.

How Tilney can help you

Tilney don’t have a ‘one size fits all’ approach – their service is personal to you. Some people require a comprehensive financial plan with ongoing management of their investments and regular meetings. Others need a one-off recommendation on a single topic. They can help with both and everything in between. 

As you think about your personal wealth, you are likely to have a number of questions. Tilney’s advisers understand these queries and what considerations you need to make, such as:

  • How can I financially prepare for life’s ‘what ifs’? For example, what would happen if I were unable to work for any length of time? Or how would my family cope financially when I die?
  • How much do I need for the retirement I want?
  • Is now the right time to start passing down wealth to my loved ones?
  • Are my personal finances at the mercy of the markets?
  • Are my investments set up correctly for the future?

The value of investments can go down as well as up and you may not get back the amount invested.

Now’s the time to talk

Tilney’s experts believe in the power of a conversation.

Tilney’s CEO, Chris Woodhouse, understands that being a senior professional in an ever-changing world can often be challenging, but talking to one of their experts about your concerns and ambitions can help you to make sense of your personal finances.

In this video, Chris talks about how:

  • a chat with one of their experts can provide the reassurance you might need
  • the expertise offered by Tilney can help you prepare for those ‘what if’ situations
  • talking to Tilney about your concerns and ambitions can help you to take control of your financial future

Hear from Tilney's CEO, Chris Woodhouse, about how a conversation can provide you with the guidance you need.

Watch the video

Can I afford to retire?

It seems a simple enough question, but the answer is often more complicated.

Many professionals have various pension plans and investments and it can be difficult to see what these will actually provide for you in the future. Knowing how to structure your finances is key to providing the retirement you want and deserve, but it’s also extremely complex and vital that you get it right.

Tilney’s experts use cashflow modelling to provide clients with a financial roadmap and clarity about their financial situation both now and in the future.

In this previously run event on demand, you’ll learn about:

  • cashflow modelling and how it works to forecast your future finances
  • how it takes different life and market events into account to give you a variety of scenarios, such as, could you still afford to retire if there was a stock market crash, or could you afford to pay for care fees if you became ill in old age?
  • a real-life client scenario where Tilney’s experts helped a couple thinking about retiring to take control of their financial future

The value of investments can go down as well as up and you may not get back the amount invested.

It’s not ‘just’ about money – planning means taking control of your future

Saving for your future is about so much more than just the money itself – it’s about your life. It can be difficult to prioritise dealing with your personal finances when you are busy dealing with the needs of your own clients, but it’s important to do so and to ask for help.

Just as you wouldn’t expect your clients to deal with legal matters without your help, it’s vital to seek guidance from a financial expert when dealing with your own personal wealth.

In this video, you’ll find out more about:

  • the psychology of saving for your future self
  • why it’s important not to procrastinate when it comes to sorting your personal finances
  • how working with an expert can help you to achieve the future you want for you and your family
Speak to Tilney

If you have any questions after watching these videos or the topics have prompted you to think more about your personal finances, contact Tilney to arrange a free initial consultation by telephone or video call.

You can book an appointment online or call them on 020 3131 6178.

The value of investments can go down as well as up and you may not get back the amount invested. Prevailing tax rates and reliefs depend upon individual circumstances and are subject to change.

Issued by Tilney Financial Planning Limited and Tilney Investment Management Services Limited.