Tilney names new Belfast director of financial planning

Newly created role

clock • 1 min read

Wealth management giant Tilney has a new director of financial planning as part of its expansion in Belfast.

The London-based firm, which manages £25bn of assets, promoted financial planner Simon Martin into the newly-created role along with two other appointments. Martin worked the past three years at Tilney after more than two decades in the UK banking and asset management sectors. Chris McVeigh, former Ulster Bank director, joined Tilney's Belfast offices as managing partner and adviser Alison Dean has joined as a financial planner from advice firm Davy Private Clients. Tilney and S&W confirm £45bn merger Tilney head of region for Scotland and Northern Ireland Paul Frame said the ap...

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

PE backer sells My Pension Expert to Valeas Capital Partners

PE backer sells My Pension Expert to Valeas Capital Partners

Takes over from Palatine

Isabel Baxter
clock 23 July 2026 • 3 min read
Söderberg's Benchmark buy reinforces scale race but raises adviser support questions

Söderberg's Benchmark buy reinforces scale race but raises adviser support questions

‘Priority will be to reassure existing advisers that the things they value won't change’

Isabel Baxter
clock 23 July 2026 • 5 min read
Nine Edge Wealth rebrands Scottish businesses

Nine Edge Wealth rebrands Scottish businesses

Follows earlier acquisitions of RMS Financial and Wealth Professional

Sophia Panayi
clock 23 July 2026 • 2 min read