Bring in the New Year by getting your finances into shape

For many people, January is traditionally a time to detox and get in shape after the Christmas excesses. At Tilney we think it’s also a great time to get on top of your finances. Here are a few ways we can help you to do just that.

Let us help you plan for the future

The arrival of a new year is often a reminder of just how quickly time can pass by, and how important it is to plan for the future. At Tilney our financial planners spend their days helping people to achieve their future goals – get in touch if you’d like to find out how we could help you.

Some of the areas we often talk to clients about include:

• Pensions and retirement planning
• Helping you to pass on an inheritance
• Making sure you aren’t paying more tax than you need to

Whatever you want to achieve with your money, our financial planners are here to help you turn your wishes into reality. Why not find out more about what we could do for you?

Is it time to get expert help with your investments?

Successful investing can take a lot of time and expertise. If you’d rather have a professional looking after your investments, you could consider one of our investment management or advisory services.

• We can give you advice on your investments or make all of the decisionsfor you
• Your portfolio and any advice will be personal to you, your aims and your attitude to risk
• All of our services are built on the same investment philosophy and process

Book your no-obligation initial consultation

If you are interested in speaking to one of Tilney’s financial planners or investment professionals, the easiest way to get started is to book a no-obligation initial consultation. This is the perfect opportunity to find out what we could do for you. We can speak to you over the phone or meet you at your home, workplace or nearest Tilney office.

You can book a consultation by completing this short form, calling us on 020 7189 2400 or requesting a call back.