Tilney Smith & Williamson further expands team with Guildford hire

18 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 Johnross Busby-Cartwright-Owen who joins the Guildford team as a financial planner for Tilney Financial Planning Ltd.

Johnross has worked in the industry since 2008, holding various roles within the high net worth advice space. Most recently, he worked as a senior financial planner at Aviva, specialising in clients approaching or in retirement. Prior to this he spent over 10 years at HSBC as a premier relationship manager.

Prior to their merger in September 2020, both Tilney and Smith & Williamson successfully migrated to a remote working model ahead of the first lockdown in mid-March. Teams are currently working from home, with investment managers’ and financial planners having full access to group systems through secure technology.

Lee Matthews, partner at Tilney Financial Planning, said: “During the pandemic, the Group has continued to hire talented financial planners across the country, and I am delighted to welcome someone of Johnross’s calibre to our team. Following the acquisition of HFS Milbourne, our team is ideally placed to serve the needs of all of the HNW individuals throughout Surrey. Over the last 12 months the Guildford office has grown significantly and this continues to demonstrate our commitment to building the best Wealth Management business not just locally but also nationally.”

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.