Tilney Smith & Williamson opens new Cardiff office

Strenghtens its presence in Wales

Julia Bahr
clock • 2 min read

Wealth manager and professional services group Tilney Smith & Williamson has opened a new office in Cardiff to continue developing its client base in Wales.

The team in Cardiff supports clients from across Wales with personal financial planning services, Tilney Smith & Williamson said. It has a particular expertise of working with entrepreneurs, SMEs and owner-managed businesses and focuses on providing estate, legacy and succession planning advice and high-quality retirement planning services, according to the firm. Within the team there are specialists advising university professionals and a pensions on divorce expert. All of Tilney Smith & Williamson's financial planners in Cardiff hold Chartered financial planner status, the company said...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Wren Sterling makes trio of acquisitions taking AUM to £9bn

Wren Sterling makes trio of acquisitions taking AUM to £9bn

Latest buys add more than £300m AUM to the national IFA

Isabel Baxter
clock 05 March 2025 • 1 min read
Quilter's ongoing advice review bill comes in at £76m

Quilter's ongoing advice review bill comes in at £76m

Preliminary results for the year ended 31 December 2024

Jenna Brown
clock 05 March 2025 • 3 min read
Aberdeen's return to vowels: 'It had no choice but to change it back'

Aberdeen's return to vowels: 'It had no choice but to change it back'

Initial rebrand an ‘expensive and confusing’ marketing mistake, advisers say

Isabel Baxter
clock 04 March 2025 • 3 min read