Tony is a highly experienced, Diploma qualified, Independent Financial Adviser with over 20 years experience. He joined Elevation in November 2017 after a very successful career with a global Financial Services business.
Tony provides personalised Financial Planning to individuals and business owners. This covers the whole spectrum of personal and corporate advice including Investment, Retirement, Protection and Estate Planning. Using innovative cash flow modelling, he helps his clients bring their financial plans to life.
In addition to his advisory responsibilities, Tony is a Director and member of the Senior Management Team, with responsibility for the West Midlands region.
To complement the expansive wealth management capabilities and provide a seamless service, he can also arrange Wills, Bloodline Family Planning Trusts and Powers of Attorney. This is via one of our strategic partners, Elevation Estate Planning.
Tony is married to Lorraine and has two young children. Outside work, when not spending time with family and friends, he is a keen golfer and enjoys watching most sports.