Position: Financial Adviser
Tony has grasped the opportunity to continue within Financial Services as a paraplanner advising his own clients for over 25 years. He is progressing toward Chartered Financial status and a Fellow of the Personal Finance Society (PFS).
He is a Financial Times Money Management multi-award winner, he has won awards for under the Investment category on two separate occasions.
Tony’s main strength is complex financial planning for many of our HNW clients. This ranges from Investment Analysis, Pension, Inheritance Tax, Cashflow forecasting and general life cover.
He has a passion for working with our clients, what he enjoys most about the job is the building of relationships that will develop.
Tony holds the following qualifications: -
G60 Advanced Pensions
G10 Taxation &Trusts
FP1 Regulatory paper
FP2 Protection savings and investments products
FP3 Identifying and satisfying clients needs
CF8 Long Term Care
The Financial Planning Certificate (FPC)
RO1 Financial services, regulation and ethics
AF7 Pensions Transfer (pending)
ER1 Equity Release
PFS Member of the Personal Finance Society
Level 4 Diploma in Financial Planning (DipPFS)
London Institute of Banking and Finance
Diploma in Advanced Pensions