Tony Russell
Orange Tree Financial Services
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8941
Based in Wickford
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: January, 2020
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: 21 May 2025
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
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: 16 April 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.
7
Qualifications Uploaded
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 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
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: 21 May 2025
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
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: 16 April 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.
7
Qualifications Uploaded
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 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
An investment professional who has worked in the Investment Management industry for over 25 years. With a strong background in investment planning, this helps me to provide holistic advice to individuals, families and business owners across many industries. I am passionate about helping people to achieve their financial life goals and aspirations. My emphasis is on building strong, trusting, long term relationships with my clients, and to make sure they are well placed in an ever evolving financial landscape. Outside of work I spend most of my time with my wife and two children and am also a keen sportsman. Orange Tree Financial Services is a trading name of Orange Tree Financial Services Limited Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 15/11/2024
£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
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