Tilney Bestinvest launches one-off advice service

Added 14th April 2016

Tilney Bestinvest is launching a new “one-off advice service” designed to serve clients who require advice on investing a single lump sum or making a round of portfolio changes.

Tilney Bestinvest launches one-off advice service

The service will be available to new clients and to existing users at a fee of 1% of the value of assets, with a minimum charge of £500 and a maximum fee-cap of £5000.

Users of the new service will go through “the same rigorous process as those receiving ongoing investment advice,” Tilney Bestinvest said.

This involves fact finding and risk profiling exercises designed to identify an investor’s aims and risk-appetite.

If following a review an investor is deemed to require ongoing advice, they will be recommended to the Tilney Bestinvest Investment Advisory service. Should they choose to opt-in their initial 1% upfront fee will be waived.

“As a firm, Tilney Bestinvest has always stressed the important role professional advice plays in helping our clients to better-understand their options, and make the most of their investments,” said Lee Dooley, managing director at Tilney Bestinvest.

“But we have also recognised that, until now, some investors viewed advice as either out of their reach, or an ongoing commitment to which they could not quite stretch,” he continued. “Whether clients have been the recipients of an unexpected windfall, or are just looking to shake up their portfolio, they can now access advice whatever their level of assets may be, and safe in the knowledge that they will only have to pay for the advice they need.”  

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Alex Sebastian

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Alex joined Portfolio Adviser in April 2014 and has been a financial journalist since 2008. He has previously held editorial positions at the Financial Times Group and Euromoney Institutional Investor. Alex is NCTJ qualified and has a degree in economics from the University of Sussex.



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