director and chartered financial planner
T: 01420 83517
Specialising in investment, inheritance tax and retirement planning, Tony helps clients maximise their income and investment returns, and minimise all three taxes. He works with private clients and trustees, and advises solicitors on their trustee obligations as well as on care fees funding packages.
Tony joined us in 2004 and has 26 years experience in the industry.
Entering the financial services industry in 1991 after four years as an army aircraft engineer, Tony is now a Chartered Financial Planner and his professional expertise helps clients secure sound financial outcomes for them and their families.
Chartered Financial Planner, Advanced Diploma in Financial Planning, Associate of the Personal Finance Society, Certificate in Lifetime Mortgage Activities, Certificate in Long Term Care Insurance