Managing Director, independent financial adviser
FPC, CF2, CF6, CF8, CF9, ER1, AF5, AFPC, AFPS, CFP, G10, G30, G60, J01, J05, R08, FCMI, CMgr, Certified Financial Planner, TEP, Chartered Financial Planner & Chartered Fellow
Tony is a former mentor for the Princes Trust, and Chamber of Commerce Owners Managers Committee member, was both the East Midlands Chairman for the Institute of Financial Planning and Regional Chairman for the Personal Finance Society.
In addition to being both a Chartered and a Certified Financial Planner Tony has also gained a Chartered Fellowship from the Chartered Management Institute highlighting his dedication to managerial skills within a business, and is a Chartered Wealth Manager. He is also a qualified life coach.
As a former Accountant, he has won many accolades since becoming a financial adviser in 1991 and now has qualifications that are held by under 1% of advisers. Tony specialises in Personal and Corporate Financial Planning including Pensions and Investments.
Tony is based in Kimbolton head office but advises nationwide.
Interesting Fact: To relax, Tony now only works 3 days a week and spends as much time as possible at his holiday home in Heacham.
Tel: 01480 869466
The whole process was dealt with in a timely and professional manner, extremely satisfied
The whole process was extremely professional. All communication and paperwork went through very smoothly. Found the reception staff very pleasant and welcoming, would not hesitate in recommending Beacon Wealth Management
All Promises to keep me informed were kept at all times. Staff (Leigh) was polite and professional throughout. Tony was also very professional with everything fully explained. No hesitation in making recommendation to others