t: 01903 821010
Tony began his career in financial services in the early eighties and is still looking after the needs of clients he started helping way back then. He became one of the first Fellows of the Personal Finance Society in 2005 and is a Chartered Financial Planner. Planning inter-generational wealth is an integral part of financial planning, as is a properly constructed Will, the two going hand in hand. To this end, he became a Member of the Institute of Professional Willwriters by examination, to ensure a seamless planning experience for clients.
Alongside his business activities he plays an active part in promoting the importance and value of employers getting involved in helping local schools. He served as an Employer Engagement Champion with the national body “Employer’s Taskforce” as well as chairing the Board of Governors of his local high school. Tony is also proud to be the IPW regional coordinator.
Tony is an avid Brighton & Hove Albion supporter and watches his beloved club as often as possible. He lives in Worthing with his wife of 38 years and enjoys travelling.