@TilneyGroup Director. Wealth Management. Head of Professional Connections & Private Client BD, Scot & NI. Fitness freak & yoga teacher. Views my own.

Joined March 2009
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Alison Fitzsimons retweeted
A very warm welcome to our newest board member, @AliFitzs. Alison is Head of Professional Relationships and Private Client Business Development for Tilney Smith & Williamson (TSW) in Scotland & Northern Ireland. More details on this year's event to follow soon. @CRUK_BI
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Well 2021, that’s the OOO on and will be seeing you next year 👋🏼 Wishing all of our clients and connections a very Merry Christmas and a happy, healthy and prosperous 2022. Here’s hoping that it is the year of less Zoom/Teams and more interactions in 3D! 🤞🏼
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Alison Fitzsimons retweeted
TODAY is the LAST DAY to put an entry in for the Family Business of the Year Awards 2022. #FBOTY2022 Enter for free today and you could be taking home a prestigious title. familybusinessunited.com/fam…
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📆 Silver Separators 16 Nov 10am Divorce is difficult at any age, but the financial implications are often more complicated when marriages end in later life. Join us as we look at the considerations and risks for family solicitors within this context. tilney.zoom.us/webinar/regis…
Alison Fitzsimons retweeted
Family firms are significant employers across Scotland. In fact, the top 100 family firms in Scotland employ over 111,000 people! #GBFamilyBizDay #FamilyBusiness @MattioliWoods @kpmguk @birkettsllp @WesternPensions @mairi_mickel @GAPGroupHire @ArnoldClark @Tilneygroup
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On #GBFamilyBizDay celebrating the contribution of family firms in the UK & reflecting on our insightful discussion on #legacy with @FamilyBizPaul @mairi_mickel @ODonovanWaste & @MikeWardlawFPFS last week familybusinessunited.com/202…

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The next in our webinar series delves into #cryptocurrency & #responsibleinvestment #esg what are they, why are they making headlines and what do you need to know?
20 Sep 2021
Cryptocurrencies and responsible investing — what are they, how will they develop and why are they making headlines? Join our webinar with experts Erik Swords of BNY Mellon and Abrdn’s Amanda Young as we explore the rise of this new wealth. Register here: bit.ly/3EixphR
In this case study we worked with our clients through VIMBO & used cash flow illustrations to bring to life what the exit proceeds would mean for their future @MikeWardlawFPFS @DavidVallanceT1
Our friends @Tilneygroup have shared their thoughts on the value of financial advice when exiting the business familybusinessunited.com/202…
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Thanks to @ODonovanWaste @mairi_mickel @MikeWardlawFPFS for sharing thoughts on #legacy in @Tilneygroup panel chat and to @FamilyBizPaul for expertly chairing 👏🏻👏🏻
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Really looking forward to this session with @FamilyBizPaul on Wednesday. Join us with your morning ☕️ as we talk all things legacy in #familybusiness @MikeWardlawFPFS
Looking forward to chairing this discussion on #familybusiness Legacy in A Lifetime with @mairi_mickel and @ODonovanWaste this Wednesday for @Tilneygroup Still plenty of time to book your complimentary ticket to join us. familybusinessunited.com/eve…
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Looking forward to working with our friends @oSYLAo once again. Sign up 👇🏼👇🏼
27 Aug 2021
Financial planning for the key stages in life 💭 In this interactive panel discussion, SYLA will joined by a team from Tilney and Smith & Williamson. Our panellists are: ⁃Nadia Atanasov ⁃Taina Moran ⁃Laura Young ⁃Mark Graham Sign up - tilney.zoom.us/webinar/regis…
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Makes it all worthwhile! Thank you 🙏🏻! Just delighted to get such lovely feedback from @oSYLAo and looking forward to kicking off our 2021-22 sessions for their members next month.
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Alison Fitzsimons retweeted
More upside surprises in UK inflation, with headline CPI up to 2.5% yoy (2.2% expected), core CPI rising to 2.3% (no change at 2.0% expected). Follows the theme from the US and still likely to be transitory - but there's plenty of nuance...
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Interesting to find myself in New York rather than Glasgow on a rare ‘in real life’ day today! #IndianaJones #Glasgow #NewYork
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The next in @Tilneygroup Time to Talk series looks at the importance of culture and values to the next generation. Sign up to join us #nextgen #FamilyBusiness @DavidVallanceT1 @srparker_TBI @scottb272
Check out the latest webinar on why culture and values are key to the future with @Tilneygroup familybusinessunited.com/eve…
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Fantastic panel this afternoon. Thanks to all who joined us!
20 May 2021
Please join the next in our Women, Wellbeing and Wealth series with @wealthiher. We'll be looking at the impact of Covid-19, meaning of wealth and success, and self-esteem, confidence and potential. buff.ly/3fsevJK @AliFitzs
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With 60% of professionals stating lack of time and info as reasons they worry about their financial well-being, we are here to help. I’ll be speaking at this on Friday with my Employee Benefits colleagues.
7 May 2021
The final webinar running in our private client week is on professional financial wellbeing: you, your clients, your team on 14 May at 10am. You can register for the event here buff.ly/3vRqhnk
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Starting with the end in mind. Something @Tilneygroup’s Head of Estate Planning touches on in Tuesday’s Technical update. Also hosted by me 😬
5 May 2021
During our private client week we will host a webinar on exit strategies for investment bonds on 11 May at 10am with Ian Dyall – Head of Estate Planning at Tilney. You can register here buff.ly/3umeUnp
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We’ll be talking baby boomers to millennials, ethical investing and philanthropy in the first of @Tilneygroup Private Client week events
4 May 2021
The first webinar in our inaugural private client week for those advising private clients will be 'advising future generations' on 10 May at 10am. You can register to attend using this link buff.ly/3ehsF0T
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Alison Fitzsimons retweeted
28 Apr 2021
Tilney is hosting its inaugural Private Client Week 10-14 May. Five webinars will run during the week focused on key areas of interest for those advising private clients. Details of how to register to follow, or email tilney.events@tilney.co.uk to register your interest.
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