Five Minute Focus On: Kellie Arbuthnot, Towry

Tell us about Towry
Towry is part of the Tilney Bestinvest Group and is a leading investment and financial planning firm that builds on a heritage of more than 150 years. Towry provides financial planning and wealth management services to over 25,000 clients with a network of offices throughout the UK.

The Tilney Group holds Assets Under Management of over £20bn of client assets in a range of discretionary and advisory investment services with our own investment management team. Towry has Chartered Financial Planner status – one of only a few firms of our size in the UK to hold this status and we have over 150 chartered professionals: Our aim is to help clients make the right decisions about their financial future by helping them create a long term financial plan.  Key areas of advice include: Investment management, retirement planning, estate planning and personal injury awards.

What’s your role in Towry
Client Services

Tell us something about Towry we might not know
We are one of a small number of firms appointed by Camelot to provide advice to National Lottery winners!

What’s next for Towry?
We have just commenced the next phase of an exciting development and growth strategy in Northern Ireland.

What’s your favourite thing about working in Belfast?
The buzz of the city centre, great restaurants and bars for after work drinks

What do you like about being a Glandore Member?
Friendly and helpful staff plus great location!

Friday nights in or Friday nights out?
Cold winter nights has to be Friday nights in with a large glass of Wine!!

 

 

Towry is a leading investment and financial planning firm that provides financial planning and wealth management services to over 25,000 clients. Visit towry.com for more information. You can also check Towry out on social; Google+ | Twitter | LinkedIn

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