02088537160 admin@starkeyfinancialplanning.co.uk

Tony Flynn

Tony Flynn

Location: Blackheath

Position: Financial Adviser

Email:

Tel: 02088537160


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.

Qualifications

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

 

 

 

 

 

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