Jane Garrick joins from Santander where she was a private banker for two years, managing 250 clients and offering regulated investment advice.
Prior to her time with Santander, she also spent over 25 years at Lloyds Banking Group, where she most recently held the role of private banking manager.
Ms Garrick will work from Tilney’s Birmingham office and will deliver advice as part of the company’s ‘two expert’ approach, which sees Financial Planners paired alongside the firm’s investment managers to provide wealth management advice to clients.
Rob Chandler, regional head of Financial Planning at Tilney, said: “With our recruitment drive continuing into the second half of this year, we will be looking for individuals who contribute to Tilney’s growth while maintain our high standards of service for clients.
“Jane offers exactly that – she has a long history of building excellent relationships with her clients, as well as professional connections, and will make an exceptional addition to our growing financial planning team.”