Tilney sets up financial planning office in Winchester

Work with wealth management team

Hannah Godfrey
clock • 1 min read

Wealth management group Tilney has established a financial planning team to cover Winchester and the surrounding area.

While Tilney has long had an office in Micheldever, close to Winchester, this has focused exclusively on providing investment management services to private clients. This is the first time dedicated financial planners will be based in the office. Steve McNamara has joined the new team from national advice firm Chase de Vere where he worked for five years as a financial planner. Prior to that, McNamara worked for various financial planning firms in a technical capacity. Also joining the team is Hollee Vivian, who joined Tilney four years ago as a financial adviser, based in Bracknell. ...

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 Your profession

Common language used by advisers triggers anxiety and distrust among retirees

Common language used by advisers triggers anxiety and distrust among retirees

Product-led communication one of the biggest drivers of mistrust

Laura Purkess
clock 01 April 2026 • 1 min read
Advisers: Are you even taking your own advice?

Advisers: Are you even taking your own advice?

Exploring the expenditure consolidation conversation

Nick Ryan
clock 25 March 2026 • 4 min read
CISI welcomes 76 Certified financial planners

CISI welcomes 76 Certified financial planners

Number of UK CFP professionals continues to rise

Sophia Panayi
clock 24 March 2026 • 1 min read