Anthony is our newest team member, having joined us in March 2023 as a Financial Planner. He has worked in Financial Services for over 30 years, spending much of that time working for institutions such as Natwest, HSBC, Scottish Widows and Onvestor Advisory Limited.
Anthony holds the Level 4 Diploma in Financial Services via the Personal Finance Society(PFS), part of the Chartered Insurance Institute (CII). He is also a qualified Pension Transfer Specialist.