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.