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Alison Dean
Financial Planner at Tilney
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Work Experience
Financial Planner
Sep 2019 - Present · 5 years and 3 months
Private Client Advisor
Oct 2017 - Present · 7 years and 2 months
Independent Financial Advisor
Dec 2014 - Oct 2017 · 2 years and 10 months
Company Details
1001-5000 Employees
At Tilney — part of Tilney Smith & Williamson — we've changed our name to Evelyn Partners. Tilney is a leading UK investment and financial planning group that builds on a heritage of more than 180 years. Our clients are private investors, charities and professional intermediaries who trust us with £24 billion of their assets. We offer a range of services including financial planning, investment management and advice and, through our Bestinvest service, a leading online platform for those who prefer to manage their own investments. Whichever service a client chooses we believe their personal wealth is our personal responsibility. Headquartered in Mayfair, London, the Tilney Group employs over 1,000 staff across our network of 30 offices, enabling us to support over 100,000 clients with a local service throughout the UK.
Year Founded
1836
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Capital and financial investment consultants, Financial and insurance services, Business Services, Investment Services
HQ Location
6 Chesterfield Gardens London, W1J 5BQ, GB
Keywords
Financial PlanningJunior ISAsInvestment ManagementFundsWealth ManagementVenture Capital Trusts (VCT)Investment AdviceTax Efficient InvestmentsSelf Invested Personal Pensions (SIPPs)Inheritance Tax Planning
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