Jim Diack
Financial planning
Areas of expertise
Jim specialises in:
He has 30 years’ experience in meeting the needs of clients and providing advice on corporate protection, corporate investment, IHT Planning, individual investment, personal protection and retirement planning.
Experience
Jim joined Tilney in the summer 2018 having spent most of his career working in the Wealth Management and Private Banking arena within the UK Banking sector. Jim provides tailored financial advice to private individuals, corporate entities, families and trustees.
Notable client work and achievements
Jim prides himself on making long lasting relationships with clients and their families, some of which are at 20 years this year (2022) and still going strong.
Professional qualifications and memberships
MCIBS and CII.