Monday, 16 December 2019 10:36
Tilney expands Financial Planning team in London
National wealth manager and Financial Planner Tilney has boosted its London Financial Planning team with a new appointment.
The company has hired Joe Kaitcer as a Financial Planner from First Wealth LLP.
He will reports to Leon Buckley, partner, Financial Planning at Tilney’s New Street Square office in the City.
Mr Kaitcer joined First Wealth after graduating from Manchester Metropolitan University with a first class degree in Financial Services, Planning and Management in 2015.
He holds a Diploma in Financial Planning from the Chartered Insurance Institute.
He will work as part of Tilney’s ‘dual expert’ approach and be part of a team that works with the firm’s investment managers to provide an integrated wealth management service.
Richard Dawes, regional head for Financial Planning at Tilney, said: “As we look to continue the growth and development of our financial planning team, we are always on the lookout for both bright, young talent as well as long experienced advisers. I am delighted that Joe has chosen to further his career at Tilney.”
Tillney looks after over £25 billion of assets for clients and employs more than 1,000 across 30 offices.
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