Tilney Smith & Williamson continues expansion of Exeter office with appointment of Financial Planner Neil Sparkes

30 November 2021
 

Tilney Smith & Williamson, the leading wealth management and professional services group, has signalled its intention to continue expanding its Exeter office following the appointment of Neil Sparkes as a Financial Planner. The news comes on the back of the recent appointments of Neil Thornton as a Financial Planner and Will Matthewmanas an Investment Manager.  

 

Neil has more than 30 years’ financial services experience and joins from Francis Clark Financial Planning where he worked initially as a Paraplanner and latterly a Financial Planner. Prior to Francis Clark he worked as a Financial Planner at Barclays Life and NFU Mutual. He is a member of the Personal Finance Society and the Chartered Insurance Institute.    

 

Tilney Smith & Williamson’s Exeter office, which is based inSterling Courtinthe heart of the city,has long providedclientsin theWestCountry withlocally delivered, personal financial planning. Earlier this year the group also added a locally basedinvestment management capabilityin Exeter for the first time following the appointment of Will Matthewmanas an Investment Manager.   

 

MarkWilkins,ManagingPartner ofTilney Smith & Williamson’s Exeter office,commented:“I am delighted that Neil is joining Tilney Smith & Williamson at this exciting time for our Exeter office. As we continue to see growing demand for our services from across the West Country, it is essential that we continue to expand our team by appointing good people like Neil to work with our clients. Neil has extensive financial services experience and I know he will bring an enormous amount to our business and clients.”  

 

Neil added: “I am extremely pleased to be joining such a fantastic organisation whose vision and values are closely aligned to my own. I look forward to providing clients both new and existing with the best possible service and financial advice to help them achieve their financial goals.” 

 

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 £56.0 billion of assets under management (as at 30 September 2021), it ranks as the third largest UK wealth manager measured by revenues and the sixth largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021). The Group currently operates through three principal brands: Tilney, Smith & Williamson and online investment service Bestinvest. It has a network of offices across 28 towns and cities in 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.