Tilney Smith & Williamson announces partnership with the Royal Institution of Chartered Surveyors

13 October 2021
 

Tilney Smith & Williamson, the leading wealth management and professional services group, has announced a partnership with The Royal Institution of Chartered Surveyors (RICS) to give members of the professional body access to financial planning, investment management, tax planning and online investment services.

RICS promotes and enforces the highest professional qualifications and standards in the development and management of land, real estate, construction and infrastructure. The organisation has a membership consisting of over 134,000 highly qualified trainees and professionals, and offices in every significant financial market.  

As part of the partnership, the Tilney Smith & Williamson group will provide a series of national and regional financial webinars for the professional body’s members, attend face-to-face events across the UK and support RICS with investment insights as they set out the future for the built and natural environment.

Neil Shah, RICS Director of Global Strategic Partnerships commented: “RICS Benefits Plus partners are carefully selected to provide services and products exclusively for RICS members and their businesses and to support them in their work. We welcome Tilney Smith & Williamson as our newest Benefits Plus Partner and look forward to working with them to deliver a programme of activity to educate and share best practice with our members.”

Richard Dawes, Head of Strategic Relationships at Tilney Smith & Williamson commented: “I am delighted that Tilney Smith & Williamson is partnering with RICS to give its members access to a wide range of services to help them manage their financial affairs. Through many years of experience of advising professionals on their personal wealth concerns, our experts understand the unique set of challenges that RICS members face. The partnership with RICS will allow us to be able to help members to navigate their finances, helping them to achieve their financial goals and ambitions.”

 

Photo: Richard Dawes, Head of Strategic Relationships at Tilney Smith & Williamson

About Tilney Smith & Williamson

Tilney Smith & Williamson is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson on 1 September 2020. With £54.8 billion of assets under management (as at 30 June 2021), it ranks as the third largest UK wealth manager measured by revenues and the eighth largest professional services firm ranked by fee income. The Group currently operates through three principal brands: Tilney, Smith & Williamson and online investment service Bestinvest. It has a network of 28 offices across the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. It is uniquely well-placed to support clients with both their personal financial affairs and their business interests. Tilney Smith & Williamson’s personal wealth management services include financial planning, investment management and advice, online execution-only investing and personal tax advice. For businesses, its wide range of services includes assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring and transaction services.