0330 038 8939
Based in Milton-Keynes
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: September, 2013
4.8 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: 03 May 2025
Tony and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Tony has not received any client reviews in the past 12 months
Tony has not received any reviews in the last 12 months
Tony has not received any client reviews in the past 12 months
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: 10 December 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.
11
Qualifications Uploaded
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
11 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 not yet added their fees to their profile
Fees not yet added
Tony has not yet added their fees to their profile
17
Positive First Impressions
76% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 17 first impressions)
76% of users who are not yet clients had a positive first experience with Tony
76% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 17 first impressions)
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: 03 May 2025
Tony and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Tony has not received any client reviews in the past 12 months
Tony has not received any reviews in the last 12 months
Tony has not received any client reviews in the past 12 months
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: 10 December 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.
11
Qualifications Uploaded
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
11 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 not yet added their fees to their profile
Fees not yet added
Tony has not yet added their fees to their profile
17
Positive First Impressions
76% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 17 first impressions)
76% of users who are not yet clients had a positive first experience with Tony
76% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 17 first impressions)
I have specialised in personal financial planning and tax planning for 37 years and run my own business for 33 years. Our clients are typically aged 40+ and interested in pre-retirement as well as post-retirement planning advice. Such clients tend to be financially well-off and earn high salaries. They are usually professional people, executives, senior managers, directors or business owners or have retired having previously been in one or more of these positions. They are financially knowledgeable, smart and acknowledge they need financial planning advice from an expert. They appreciate excellent advice and are prepared to pay for it because they realise that you literally "get what you pay for." They expect fantastic service because they are discerning people. We deliver it.
Offers available through VouchedFor
Contact Tony through VouchedFor and your initial 1 hour 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 Tony's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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Adviser Disclaimer
The value of investments will rise or fall and you may not get back the full amount invested.