0330 038 8942
Based in Bournemouth
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: August, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Tony and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 13 February 2026
Tony and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
22
Recent Client Reviews
Tony has received 22 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tony has received 22 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 24 November 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tony has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tony has provided information on their typical fees
Tony has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
21
Positive First Impressions
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 21 first impressions)
90% of users who are not yet clients had a positive first experience with Tony
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 21 first impressions)
Hello My name is Tony and for the last 30+ years, I have been helping clients to manage their investments and pension planning. I am an Investment and Pension Specialist at F1RST Financial Services and focus primarily on consolidating pensions ready for retirement. After a short period as a photographer, I joined the TSB Bank in October 1988 on their Accelerated Management Training Programme. I left in September 1993 as an Assistant Branch Manager and joined Black Horse Financial Services (Lloyds Bank) as a Financial Adviser. From there, I joined Allied Dunbar in September 1996, where I started trading as F1RST Financial Services, before becoming an Independent Financial Adviser in 2000. I have helped many clients and up until recently built a business purely on personal recommendations. Away from work, I am married to Rebecca, have a Golden Retriever called Lola and have four children aged 19 to 31. I am an officer with the Army Cadet Force and have a National Role helping over 100,000 Cadets and Instructors achieve their iDEA (Inspiring Digital Enterprise Award). I also play guitar in a band, enjoy woodworking, metalworking, record collecting, walking, running and travel. I am an ambassador for The Youth Cancer Trust, based in Bournemouth and via a music festival I used to organise, we so far raised over £25,000 for them.