Jo Rees Email & Phone Number

Cardiff, United Kingdom

Tilney is a leading investment and financial planning group that builds on a heritage of more than 180 years. Our clients are private investors, charities and professional intermediaries who trust us with over £25 billion of their assets. We offer a range of services including financial planning, investment management and advice. We have around 1.200 staff in offices around the UK.A merger of Tilney and Smith & Williamson due in 2020 will create a market-leading, integrated UK wealth management and professional services group with over £45 billion of assets under management.

Bristol, United Kingdom

Project based work advising DB members on their retirement benefits, both preserved and in payment. Additional responsibilities included Project Manager; pitching and running projects, Pension Transfer Specialist; providing assistance / training to colleagues as well as file checking and managing a team of advisers.

Bristol, United Kingdom

Responsible for a team of advisers delivering workplace advice to Corporate clients. This involved liaising with Corporate Advisers and onsite HR, organising schedules and diaries, presenting to groups of employees as well as providing advice both on site and over the phone.

Chepstow, Wales

Bespoke paraplanning; research & analysis, preparing and proof-reading suitability letters and marketingCII exam training & tuition

To achieve target APE across the required product range through developing relationships from a panel of IFAs.

Master Of Science - Msc, Financial Planning And Business Management

2:1, Financial Services