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

'Fundamentally' different advice profession risks reputational damage from football scandal

'Fundamentally' different advice profession risks reputational damage from football scandal

High profile advice incidents like V11 ‘damaging’

Isabel Baxter
clock 09 September 2025 • 3 min read
Angela Rayner resigns after ethics report finds warnings ignored on tax advice

Angela Rayner resigns after ethics report finds warnings ignored on tax advice

Following investigation

Sahar Nazir
clock 05 September 2025 • 2 min read
What will cryptocurrency regulation mean for financial advice?

What will cryptocurrency regulation mean for financial advice?

‘Regulation doesn’t automatically make something a sound investment’

Isabel Baxter
clock 05 September 2025 • 8 min read