Tilney Bestinvest, the investment and financial planning group, is pleased to announce the recruitment of four additional financial planners to its expanding team. The hires – David Durrant in East Anglia, Sally Bartrum in Bristol and Avon, Louise Higham in Manchester, and Mike Williams in Birmingham – follow on from several recent financial planning hires over the last year.
David Durrant will be based in Tilney Bestinvest's East Anglia office, reporting to the group's Managing Director, Financial Planning, Richard Dawes. He joins from Wetherbys Private Banking where he had spent five years as a Chartered Financial Planner. David is an Associate of the Personal Finance Society.
Sally Bartram is a Chartered Financial Planner who will cover the Bristol and Avon region, reporting to Richard Stones, Financial Planning Director. Sally joins from Hargreaves Lansdown and has previously worked at Towry and Holden Meehan. Sally is a Fellow of the Personal Finance Society.
Louise Higham arrives at the firm from LJ Financial Planning Ltd, where she spent over four years as a self-employed chartered financial planner. She will operate out of Tilney Bestinvest's Manchester Office, reporting in to Financial Planning Director Ann-Marie Atkins.
Finally, Mike Williams joins the Tilney Bestinvest Birmingham office. He had previously spent ten years with HSBC, most recently in the capacity of Premier Relationship Manager, providing fee-based, regulated financial advice to around 600 high net worth clients. He will report in to Financial Planning Director Neil Watson.
Speaking on the appointments, Richard Dawes, Managing Director, Financial Planning, said:
"We’re delighted to have David, Sally, Louise and Mike join us as we continue to expand across the UK.
“The growth of our financial planning presence through the hire of high quality professionals as well as bolt-on acquisitions such as our recent deal with Webb Holton in Birmingham is a key strategic priority for Tilney Bestinvest. We have seen strong demand for expert financial planning as a result of the recent upheavals to the pension system and as we look ahead to the impending launch of our joint venture with Saga.”