About Antony
I provide investment and financial planning advice to private clients, as well as strategic investment advice to trusts, pension schemes, and charities. I have a particular specialism in addressing investment consultancy issues for individuals, trusts, and charities.
As a Wealth Planning Director, I bring significant financial planning experience alongside a strong tax background, having previously worked for an accountancy firm where I specialized in tax and financial planning advice.
I strongly believe in Life Planning, which helps my clients visualize whether they are on track to meet their lifetime financial objectives. Through this approach, I assist them in planning and implementing actions to address any identified issues.
I am a Certified Financial Planner and hold investment management qualifications through the UK Society of Investment Professionals. I am also a member of the Personal Finance Society and the Chartered Insurance Institute.