Tony takes time to truly understand a client’s background, what is important to them, where they are in life and where they want to be. This forms the strong foundations to create a clear, bespoke, and realistic financial planning strategy to help achieve his clients’ goals both now and in the future. He finds it particularly rewarding to be able to explain complex financial issues to clients in a way that they can relate to and understand in order to empower them to make informed and confident decisions surrounding their wealth throughout their lives.
Tony specialises in providing advice on pensions, investments, protection, and inheritance planning for a broad range of clients. He joined TPO in January 2014 following a successful early career at other independent financial planning firms and has over ten years’ experience in financial services. He has strong technical knowledge from his previous experience working as a Paraplanner which gives a solid foundation to the advice he provides.
In addition to being a Chartered Financial Planner, he holds qualifications in Pension Transfer Advice and a Certificate in Life & Pensions. He has a degree in Finance and Investment from Sheffield Hallam University.
When he is not advising clients, Tony likes to keep active and can be found running, rock climbing, playing golf, or road biking.
