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Wealth management group expands UK footprint

By Cristian Angeloni, 19 Oct 21

As it returns to Wales with an office in Cardiff

UK wealth management giant Tilney Smith and Williamson (TSW) will set up shop in Wales again after it agreed terms to open an office in Cardiff.

The firm had a presence in the Welsh city but was forced to shut the operation last year due to lockdown measures.

The office opening will help TSW continue developing its client base in the country by providing personal financial planning services.

The Cardiff team also has experience serving entrepreneurs, small and mid-size enterprises (SMEs), and owner-manager businesses with estate, legacy and succession planning advice as well as retirement planning services.

Niraj Vyas, head of TSW’s Cardiff office, said: “When the lease expired on our previous Cardiff office while our people were working from home during last year’s lockdown, we were clear that we wanted to find a new space in the city to ensure we could continue to serve our clients locally in a convenient location.

“There have been considerable advances in technology in recent years allowing more meetings to be conducted remotely, but many of our clients have told us again and again that they value the ability to be able to meet with our team face-to-face. Our new office also offers plenty of space for our team to collaborate when they aren’t out meeting our clients across Wales.

“We are continuing to see considerable growth for our services from clients in Wales and our new Cardiff office provides an ideal base for us to meet that demand. Opening the new office at Brunel House signals our commitment to invest in Wales while also embracing smart forms of working.”

Tags: Tilney Smith & Williamson

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.