Tilney Smith & Williamson, the leading wealth management and professional services firm, has continued to invest in expanding its team in Exeter by making two financial planner appointments. Mark Newman and Stephen Read join the firm at an exciting time for the office in Sterling Court which goes into 2022 seeing increased demand for its services.
Mark Newman joins Tilney Smith & Williamson from Kelsall Steele Investment Services where he worked as a Senior Financial Planner for more than three and a half years in the firm’s Truro office. Prior to Kelsall Steele, Mark gained extensive experience in the financial services industry, holding various key positions including at a FTSE 100 investment adviser for eight years. At Tilney Smith & Williamson Mark will focus on covering Cornwall. He is also a Chartered Member of the CISI.
Stephen Read joins from Succession Wealth where he cultivated an interest in financial planning whilst working as Mergers & Acquisitions Manager. In a career spanning 30 years, his previous experience saw him progress through a series of corporate finance, treasury and accounting roles at energy, technology and investment companies both in the UK and in Switzerland. He is a member of the Personal Finance Society and the Chartered Institute of Management Accountants.
Tilney Smith & Williamson’s Exeter office, in the heart of the city, delivers personal financial planning and investment management services to clients across the West Country. In recent months, it has made a number of significant Financial Planner hires - including that of Neil Thornton and Neil Sparkes - to help keep pace with demand.
Mark Wilkins, Managing Partner of Tilney Smith & Williamson’s Exeter office, commented: “I am delighted to welcome Mark and Stephen to our growing Exeter office. Both bring valuable experience gained at leading firms and will help us fulfil our ambitious expansion plans for the year ahead. We are seeing considerable interest in our financial planning and investment management services and are committed to continuing to invest in high quality people for our team to ensure clients are provided with the best possible support.”
Mark Newman added: “I'm excited to be joining a multi award-winning firm with a long history of providing clients with great advice and positive outcomes. With more and more people choosing to make Cornwall their home, individuals and companies can really benefit from the bespoke financial planning Tilney Smith & Williamson provide".
Stephen added: “I am thrilled to be joining Tilney Smith & Williamson at this time and believe that the strength of the enlarged organisation will provide an excellent platform to deliver a truly top-drawer value proposition across the region.”