Tilney Smith & Williamson expands focus on advice to medical professionals with new hire

24 March 2021
 

Leading wealth management and professional services group Tilney Smith & Williamson is continuing to recruit new talent during the COVID-19 crisis. The latest addition is Paul Barker, a chartered financial planner with a career dedicated to helping medical professionals with their finances. Paul joins the team in London reporting to Leon Buckley, partner, financial planning.

Paul was previously at Cavendish Medical where he spent nearly six years specialising in advising senior staff working within the NHS, an area that requires a deep understanding of NHS pension scheme.

Commenting on his appointment, Paul said: “I have spent a large portion of my career providing specialist advice for those working in the medical profession and their families, including both NHS and private practice clinicians. In recent years, there have been many legislative changes in this area that have meant the nature of the advice given has become increasingly bespoke. Tilney Smith and Williamson recognise this challenge and with their huge network, I will work with a range of experts in various fields, including other financial planners, accountants, investment managers and solicitors all of whom are on hand to provide the best service possible.”

Leon Buckley, partner at Tilney Financial Planning, added: “Members of the NHS face a number of financial challenges that needs specialist advice, such as navigating the advantages and disadvantages of the pension scheme and how these tailor to their other financial planning needs. Paul has a wealth of experience in this field and will be a vital member of our team during an important period of growth for the business.”

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.