0330 038 8942
Based in Dereham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2017
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Anthony is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Anthony's status
Last checked: 02 April 2025
Anthony is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Anthony's status
3
Recent Client Reviews
Anthony has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Anthony has received 3 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Anthony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Anthony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Anthony has not yet added their fees to their profile
Fees not yet added
Anthony has not yet added their fees to their profile
10
Positive First Impressions
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Anthony (based on 10 first impressions)
90% of users who are not yet clients had a positive first experience with Anthony
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Anthony (based on 10 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Anthony is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Anthony's status
Last checked: 02 April 2025
Anthony is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Anthony's status
3
Recent Client Reviews
Anthony has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Anthony has received 3 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Anthony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Anthony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Anthony has not yet added their fees to their profile
Fees not yet added
Anthony has not yet added their fees to their profile
10
Positive First Impressions
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Anthony (based on 10 first impressions)
90% of users who are not yet clients had a positive first experience with Anthony
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Anthony (based on 10 first impressions)
I am an experienced financial planner of 40 years. I advise a broad section of clients from a variety of professions and occupations. I ran my own IFA practice for several years and have worked for larger general practitioner firms in London. I value long term relationships with my clients and sees this as fundamental to the financial planning process. I strive to help clients seek a more prosperous relationship with their money and ensure positive outcomes to help them achieve their lifestyle goals. My area of expertise include: managing wealth, advising on the retirement landscape, investments, life assurance, inheritance tax planning, solutions for funding long term care and Lifetime mortgages. I am a member of the Personal Finance Society by Diploma (2005) and working towards Chartered status. I am committed to remain firmly independent and 'whole of market'.
Offers available through VouchedFor
Contact Anthony through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Anthony's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
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