Our team has over 60 years experience in advising clients. We were incorporated as a limited company in November 2012 and since then have consolidated a client base among local small businesses, trustees and private clients.
Background information about each of our advisers and admin staff can be found below.
Mobile: 07525 794 924
Tony entered the profession in 1971 from school and has performed most roles in that time. He is a qualified Member of the Chartered Institute for Securities & Investment, a Fellow of the Personal Finance Society and a Chartered Financial Planner, holding the Pensions (& Divorce), Investment, Lifetime Mortgages and Long Term Care specialist qualifications and designations. He concentrates on building and managing wealth for individuals, small companies, trustees, incapacitated clients and their deputies.
An active member of the Personal Finance Society and the CISI, Tony is also a member of and on the Surrey committee of STEP, the Society of Trust and Estate Practitioners and holds the STEP Certificate for Financial Services (Trusts and Estates), in which he gained a distinction. From 2011 to 2014, he proudly held jointly the honorary PFS role of Charted Champion for Surrey, advocating the role of Chartered Financial Planners throughout South London and Surrey.
Mobile: 07752 989 413
Kevin began his career with the Norwich Union in Piccadilly before becoming a Financial Adviser in 1988. He is an Associate of both the Personal Finance Society and the Securities Institute and is a Chartered Financial Planner. He has many years’ experience in advising higher net worth clients on all aspects of financial planning, with particular emphasis on pensions, investments and tax planning.
Charlotte entered the profession in 2008 and has gained extensive Financial Services experience, particularly in client administration and our internal accounting. She holds the Diploma in Financial Studies qualification issued by IFS School of Studies. She is working towards becoming a Paraplanner to assist Consultants with writing reports on clients' financial planning.
Sam has over 15 years’ experience in finance and joined us in 2014. She is a valued member of our client administration team, as well as assisting with our internal accounting.
Olly joined us from Friends Life in 2016, initially to assist with client administration, whilst gaining experience and working towards becoming a Paraplanner and ultimately, a Consultant. He is also studying hard with the appropriate professional exams.