Towry provides personal financial advice and investment management services to private individuals, families and trustees. The firm advises on pensions and retirement, inheritance tax planning and investments. Its investment management service is targeted at clients with £100,000 or more to invest.
On December 31st 2014 Towry logged revenue of £91.3m. Apart from organic growth of the firm this was because of the acquisition of the private client business of Baker Tilly. In the year of 2014 the total assets under their management reached £6,437. Additionally they advised clients on investments of assets outside of the amount, making the total client assets under management and influence in excess if £8bn.
The company employs over 750 employees who are spread over 19 offices across the UK.