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

ValidPath launches client buyout programme for retiring IFAs

ValidPath launches client buyout programme for retiring IFAs

Designed to help with a ‘comprehensive succession and acquisition solution’

Isabel Baxter
clock 02 July 2025 • 4 min read
How one advice firm's consultancy fee charge 'adds value'

How one advice firm's consultancy fee charge 'adds value'

‘We felt that it isn’t right for us to only be rewarded by making a transactional sale’

Isabel Baxter
clock 01 July 2025 • 4 min read
Evelyn Partners completes sale of fund solutions business

Evelyn Partners completes sale of fund solutions business

75 staff to move over to Thesis

Patrick Brusnahan
clock 01 July 2025 • 1 min read