UK wealth management group Tilney Smith & Williamson (TS&W) has entered into a partnership with the Royal Institution of Chartered Surveyors (Rics).
The trade body promotes and enforces professional qualifications and standards in the development and management of land, real estate, construction and infrastructure.
The partnership will see TS&W offer financial and tax planning, investment management, and other online investment services to Rics members.
The wealth manager will also provide a series of national and regional webinars for the trade body’s members as well as attend face-to-face events across the UK.
Neil Shah, Rics’ director of global strategic partnerships, said: “Rics Benefits Plus partners are carefully selected to provide services and products exclusively for Rics members and their businesses and to support them in their work.
“We welcome Tilney Smith & Williamson as our newest Benefits Plus partner and look forward to working with them to deliver a program of activity to educate and share best practice with our members.”
Richard Dawes, head of strategic relationships at Tilney Smith & Williamson, added: “I am delighted that Tilney Smith & Williamson is partnering with Rics to give its members access to a wide range of services to help them manage their financial affairs.
“Through many years of experience of advising professionals on their personal wealth concerns, our experts understand the unique set of challenges that Rics members face. The partnership with Rics will allow us to be able to help members to navigate their finances, helping them to achieve their financial goals and ambitions.”
Increasingly, financial advice and wealth firms have been inking agreements with trade bodies and associations in the UK to directly offer financial advice and wealth management services.
For instance, St James’s Place became a principal partner of the Professional Golfers Association in June 2021, to provide financial planning advice to the association’s members.