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

Team confirms WH Ireland acquisition creating £2bn wealth and asset manager

Team confirms WH Ireland acquisition creating £2bn wealth and asset manager

Headquartered in Jersey

Jenna Brown
clock 27 November 2025 • 1 min read
PhillipCapital eyes Walker Crips takeover with £6m bid

PhillipCapital eyes Walker Crips takeover with £6m bid

Amid significant regulatory, compliance and liquidity challenges

Isabel Baxter
clock 24 November 2025 • 3 min read
The Penny Group takes majority stake in £350m AUM advice firm

The Penny Group takes majority stake in £350m AUM advice firm

Will integrate with Harridge Financial Services over a three-year timeframe

Isabel Baxter
clock 21 November 2025 • 2 min read