Senior Partner Practice of St. James's Place Wealth Management
Tony has enjoyed 25 years in Financial Services and accountancy building a thorough knowledge of technical aspects of financial planning. His experience leans towards tax and trust work and advising owners and managers of businesses.
He has a wealth of experience in business planning alongside accounting and business processes. In the past his involvement in raising investment, buying, growing and selling businesses has given him an in-depth knowledge of many aspects of corporate planning.
The move to advising the owners of business as well as non-commercial clients was an obvious one. The most enjoyable aspect of this move is in the variety of clients that he can now advise.
Outside of work Tony is a keen sailor, football fan and enjoys spending time with his Wife, Sue, and two boys, Aaron and Lewis.
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.
The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.
Trusts are not regulated by the Financial Conduct Authority.
The 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
PFPS Wealth Management Ltd is registered in England and Wales, Number 4444535. Registered Office: 4 Well House Barns, Bretton, Chester, CH4 0DH.