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

Trial of former Titan Wealth employee rescheduled as defence prepares abuse of process argument

Trial of former Titan Wealth employee rescheduled as defence prepares abuse of process argument

Prosecution ready to proceed but court agrees to delay trial until late August

Sahar Nazir
clock 09 May 2025 • 2 min read
Professional Adviser TV: Female leadership and overcoming business barriers

Professional Adviser TV: Female leadership and overcoming business barriers

With WIFA winner and short lister Frankie Smith

Professional Adviser
clock 09 May 2025 • 1 min read
The 'quick way' to lose your clients' trust

The 'quick way' to lose your clients' trust

Clients are disengaging rather than firing their advisers, conference hears

Sahar Nazir
clock 09 May 2025 • 2 min read