Saunderson House

Tony has over 26 years' experience advising clients on their financial planning.  He is a Chartered Financial Planner and Fellow of the Personal Finance Society , aswell as a Certified Financial Planner and a Chartered Fellow (Financial Planning) with the Chartered Institute for Securities and Investment.  Tony most enjoys helping clients and their families achieve peace of mind by explaining what can seem like complex issues in a simple way and helping them to understand how close they are to achieving their goals.  In his spare time, Tony enjoys spending time with his wife Nicole and children, Ethan and Olivia and escaping to the mountains, whenever he can, to pursue his passion for skiing and hiking.

I specialise in helping private clients in creating robust financial plans aimed at ensuring the achievement of their financial goals. This includes providing advice on a wide range of planning areas such as investment strategies, retirement planning and income, tax planning, insurance, and inheritance/estate planning. I work closely with my clients to understand their financial situation, goals, and risk tolerance. This then leads to the development of a tailored financial plan that takes into account the client's unique circumstances which in turn helps them make informed financial decisions which will enable them to achieve their long-term financial objectives. Where appropriate, I will work with Investment managers.

I work closely with the Financial Planners both before and after client meetings to gain a greater understanding of a client's circumstances, requirements and financial objectives. Once the financial planning strategy is agreed, part of my role is to review any existing arrangements and ensure these continue to be appropriate, as well as undertaking research to confirm any proposals we make will meet the needs and objectives of the client. I then outline the plans agreed with the financial planner and report these to the client in writing, ensuring that all the relevant information is included and that our recommendations meet the client's needs. I also liaise with the relevant providers to ensure the smooth processing of applications and information where required.