Tilney Smith & Williamson continues investment in Exeter office with appointment of experienced Financial Planner

Tilney Smith & Williamson, the leading wealth management and professional services group, has appointed Neil Thornton as a Financial Planner based in its Exeter office as part of the firm’s continued expansion in the West Country. The news follows the recent appointment of Will Matthewman as an Investment Manager, adding a locally based investment management capability in Exeter for the first time.

Neil brings to Tilney Smith & Williamson more than 25 years financial services experience. He joins the firm from Aviva, where he has worked as a Financial Adviser in Devon and Cornwall for the past three and a half years. Prior to that he worked in the region for HSBC Retail Banking & Wealth Management, as well Banco Santander. The majority of his work revolves around servicing private client relationships as well as business development with key introducers. He specialises in investment, retirement planning and estate planning advice for private clients, working closely with an Investment Manager to ensure that the risk and objectives of portfolios meet the needs of his clients.

Tilney Smith & Williamson’s Exeter office, which is based in Sterling Court in the heart of the city, provides clients in the West Country with locally delivered, personal financial planning and investment management services. 

Mark Wilkins, Managing Partner of Tilney Smith & Williamson’s Exeter office commented: “I am very pleased to be able to welcome Neil to our growing financial planning team in Exeter. Neil brings extensive experience gained from working at a number of well-known financial services businesses and I know he will be a great asset to our clients across the West Country. 

“We see a considerable opportunity to continue to expand our team in Exeter given the growing demand we are seeing for our financial planning and investment management services in the region. The feedback we receive time and time again from clients is that they enjoy working with experienced professionals who they can meet with locally and so we continue to be on the lookout for more great talent in the region interested in joining our team.” 

Neil added: “I am delighted to be joining Tilney Smith & Williamson’s Exeter office as a Financial Planner.  The company has an excellent reputation and an outstanding track record in providing its clients with quality, bespoke financial advice and supported by a high calibre investment management team. I am very excited to be starting the next chapter of my career with such a professional team.”