0330 038 8941
Based in Warwick
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: December, 2023
5 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: 28 January 2026
Tony and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Tony has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tony has received 12 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: 01 December 2025
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.
4
Qualifications Uploaded
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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
Velocity in a nutshell: > Winner of the Moneyage Micro Firm of the Year 2025 > Ranked in the Citywire Top 100 Firms in the UK for two years running > Shortlisted for 13 national awards in the last 2 years > Chartered, Independent & Whole of Market > 100% client satisfaction based on verified feedback > Cyber Essentials accredited. > Maximum of 70 clients per adviser vs UK average of 127. Our typical client: > Approaching or at retirement > Successfully built around £1m in pension and investments > Requires clarity on how to draw an income sustainably and tax efficiently > Wants a joined up approach across all areas of their wealth > Expects a personalised and proactive service > Values strategy and structure over financial products.