Introducing Tilney Bestinvest Our expertise is your financial future
Tilney Bestinvest is a leading UK investment and financial planning firm that builds on a heritage of more than 180 years. We look after more than £9 billion on our clients’ behalf and pride ourselves on offering the very highest levels of professional client service with transparent, competitive pricing across our entire range of solutions.
We have won numerous awards including UK Wealth Manager of the Year, Low-cost SIPP Provider of the Year and Self-select ISA Provider of the Year 2013, as voted by readers of the Financial Times and Investors Chronicle. However, we draw greatest pride from the fact that our biggest source of new business is personal referrals from existing clients.
Whether you and your family would like to have your investments managed by us, require the support of a highly qualified adviser, prefer to make your own investment decisions or want to take more than one approach, we can help. If you need assistance with your financial planning, including retirement planning, we also have a nationwide team of experts available.
Headquartered in Mayfair, London, we employ almost 400 staff across our network of offices, giving us full UK coverage, and we combine our awardwinning research and expertise to provide a personalised service to clients whatever their investment needs.
Best Wealth Mananger of the Year 2013
Best Wealth Mananger for Investments 2013
Wealth Manager of the Year
Best Wealth Manager for Investments
Best Stockbroker for Customer Service
Stockbroker of the Year
We hope that we can help you and your family and look forward to welcoming you as a client.
Peter Hall CHIEF EXECUTIVE
Low Cost SIPP Provider of the Year
Past performance is not a reliable indicator of future returns. 2
Introducing Tilney Bestinvest
Self Select ISA Provider of the Year
Investment management In today’s global investment markets, keeping up to date with relevant news from around the world can be difficult for even the bestinformed investor. As a result, an increasingly popular option is to choose to hand some or all of the responsibility for the management of affairs to investment professionals.
We have been managing client portfolios for many years and all of our investment solutions are underpinned by the knowledge of our award-winning research team. For those with more complex financial needs, we offer an individual financial planning service. Working in partnership with both you and your investment manager, your highly trained financial planner will design a strategy to define and achieve your lifestyle and wealth goals, including retirement, inheritance planning and tax-efficient investments.
Our investment management service enables you to delegate day-to-day investment decisions to our highly qualified and talented team of experts, safe in the knowledge that our sophisticated risk controls will ensure strict adherence to your needs.
Investment management for charities Tilney Bestinvest has a dedicated charities team located across the UK. This team has the specialist expertise to understand the specific challenges facing charities and the skills to help them achieve their investment objectives. We offer both discretionary and advisory services to meet the different requirements of our charity clients. Under each of these services, investment portfolios are managed or advised on an ongoing basis making full use of Tilney Bestinvest’s extensive research capabilities, in-depth analysis and expert investment selection.
tilneybestinvest.co.uk | 020 7189 2400 | info@tilneybestinvest.co.uk
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Advisory services Our investment advisory services are designed for those who like to make their own investment decisions but would benefit from the ongoing support of an expert adviser. Choose from two different services depending on whether you'd like support establishing and managing your money to an overall asset allocation or would rather receive advice on a transaction-by-transaction basis without having your investments managed to an agreed asset allocation.
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Introducing Tilney Bestinvest
INVESTMENT ADVISORY SERVICE
PORTFOLIO ADVISORY SERVICE
Before you invest with us, we will carry out a full review of your existing investments and take the time to learn about your investment goals, understand your attitude to risk and identify any specific requirements you have from your portfolio, such as the generation of a regular income. Your adviser will create a plan based on one of our strategic asset allocation models, which are designed by our research team to meet different investment objectives and levels of risk, and will then advise you on the optimum blend of investments for your portfolio.
With our Portfolio Advisory Service, you remain in control of investment decisions and define the overall asset allocation of your portfolio but will benefit from Tilney Bestinvest’s investment expertise and the knowledge of a dedicated investment adviser who will advise you on a transaction-bytransaction basis. Your adviser will understand your investment objectives and attitude to risk and will respond to your requests for advice on specific transactions as well as providing expertly researched investment ideas.
Once you’ve invested, we will support you in every aspect of the ongoing management of your money, proactively providing you with portfolio ideas when appropriate, as well as discussing your investment views.
This service is likely to appeal to those who want access to expert investment research and specific pre-trade advice but without having investments managed to an overall asset allocation or their portfolio kept under active review.
The Online Investment Service The Online Investment Service is our ground-breaking service for self-directed investors. By drawing together our expertise, not only in supporting self-directed investors but also in investment management and financial planning, we have moved online investing into new territory.
This service gives you access to more than 2,000 funds plus investment trusts, ETFs and UK-listed shares. An unparalleled range of intuitive tools and calculators are also at hand to help you set and achieve investment goals, from planning for retirement to paying off a mortgage. They will help you establish how much to invest in different situations and develop a comprehensive financial plan. If you know what you’re looking for, it’s quick and easy to invest using our powerful investment selector or if you need inspiration picking investments, you can view a wide range of investment ideas developed by our research team. We also have ready-made investment solutions for those who don’t have the time or inclination to choose and manage their own investments.
Our renowned research team Our research team is one of the largest in the country and has a reputation in the industry for rigorous and unbiased analysis. The team maintains a proprietary database that monitors thousands of investments and, more importantly, the managers that run them. There’s no point investing in a top-performing fund if the manager behind its success has moved on and their replacement doesn’t stack up as well. Conversely a poor performer can often be rejuvenated if taken over by a talented manager. We use the track record numbers to carry out statistical analysis of the managers across their careers.
To help you get the most from your investments, the Online Investment Service enables you to hold, review and monitor your existing investments, understand your overall wealth and commitments, plan for the future, set goals and create portfolios to track progress towards achieving them. With the Online Investment Service you also get access to our market-leading ISA and SIPP. We were voted Self Select ISA Provider of the Year and Low Cost SIPP Provider of the Year at the FT and Investors Chronicle Investment Awards 2013.
Quantitative work provides vital information but there’s no substitute for meeting managers face to face. Our analysts carry out around 400 fund manager meetings a year. Our status in the industry gives us unrivalled access to the top managers in London, the rest of the UK and around the world. From the thousands of funds we look at, only a small number of the very best are awarded our three, four and five star buy ratings. Even when a fund has been rated the work doesn’t stop. Our analysts continue to meet the manager regularly and monitor performance – even the best managers have bad spells, but sometimes they are an indication of more serious problems. We never forget that it’s your money we’re looking after. Our research team also analyses a wide range of individual equities and bonds.
tilneybestinvest.co.uk | 020 7189 2400 | info@tilneybestinvest.co.uk
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Financial planning At Tilney Bestinvest, we believe that our clients benefit most from having two experts working together with them. We combine the technical skills of a financial planner with those of an expert investment professional to help identify your priorities, analyse your current position and support your investment strategy, in order to achieve your long-term goals. Our financial planning starts with you. We understand that every client is different, and each will have their own unique set of goals, priorities and circumstances. For example, you could be focused on growing your investments in a tax-efficient manner, planning for retirement, or looking at how best to pass your savings on to future generations. Whatever your long-term plans are, we can help. We will work with you to understand what really matters – your priorities, your ambitions and your concerns. We can then build your holistic financial plan, bespoke and tailored to your circumstances, which will help you best meet your long-term goals. We pride ourselves on being able to offer our clients the highest-quality personal service, delivered by some of the most highly qualified advisers in the UK.
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Introducing Tilney Bestinvest
tilneybestinvest.co.uk | 020 7189 2400 | info@tilneybestinvest.co.uk
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NEXT STEP Call us on 020 7189 2400 or email info@tilneybestinvest.co.uk
tilneybestinvest.co.uk
020 7189 2400
info@tilneybestinvest.co.uk
The Tilney Bestinvest Group of Companies comprises the firms Bestinvest (Brokers) Ltd (Reg. No. 2830297), Tilney Investment Management (Reg. No. 02010520), Bestinvest (Consultants) Ltd (Reg. No. 1550116) and HW Financial Services Ltd (Reg. No. 02030706) all of which are authorised and regulated by the Financial Conduct Authority. Registered office: 6 Chesterfield Gardens, Mayfair, W1J 5BQ. TBAUG 160514-0372
IMPORTANT INFORMATION The value of your investment can go down as well as up and you can get back less than you originally invested. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. This document does not constitute personal advice. If you are in any doubt as to the suitability of an investment, please contact one of our advisers.