Our financial planning team

Tony began his career in financial services in 1984 working for Commercial Union, before moving to Barclays where he specialised in pension plan administration. He joined Saunderson House in 1989 as a trainee financial planner, where he built extensive experience in successfully helping individuals manage their wealth, and was appointed a Director of the company in 1996. In January 2012, he became the Chief Executive Officer and is a member of the Saunderson House Board of Directors. 

During his long career at Saunderson House, Tony has played a key role in cultivating a culture of always putting our clients’ interests and goals at the heart of everything we do, and building a business that maintains strong client-advisor relationships – providing personal advice rather than selling products. Tony holds responsibility for setting the firm’s strategic direction, championing our conduct agenda and instilling the firm’s core values. He also plays a fundamental part in continuing to develop the company’s corporate social responsibility and staff engagement programmes. 

Tony holds the Advanced Diploma in Financial Planning and is an Associate of the Chartered Insurance Institute and is a Chartered Financial Planner. In 2017, he was a winner in the Finance Monthly CEO Awards and has led Saunderson House in its recognition through numerous awards in recent years including the Best Wealth Management Adviser in the 2017 Money Marketing Awards. 

Oliver heads up the Strategic Partnership Team which provides a holistic wealth service to the clients of Investec. He manages a team of investment managers, financial planners and portfolio managers who sole focus is to achieve positive client outcomes.

Oliver joined Rathbones in 2019 having come from Goldman Sachs as an investment manager, where his responsibility was to bring in new business and to manage the investments of UHNW clients.

He started his career in the Royal Navy and after numerous operational deployments, he had the privilege of being the first Navigating Officer of the Navy's newest Destroyer, HMS Defender.

I specialise in providing bespoke Financial Planning advice to individuals, families, trusts and corporates; ensuring that my recommendations are aligned with their key goals. My primary objective is to provide a tailored solution in line with their key objectives, with a first-class service. My approach is based on understanding my client's goals and translating those into a cash flow plan. This will usually prompt a further discussion surrounding the opportunities and potential obstacles.