Career Profile
Anthony joined Active in the summer of 2020 after working for another local firm as a financial planner for 7 years.
Middlesbrough born Anthony attended Teesside university and returned to the area in 2008 after working in Leeds. He then worked at HSBC in various banking roles before qualifying as a financial planner.
Anthony became a Chartered Fellow of the Personal Finance Society (PFS) in 2018. Fellowship is the highest level of qualification awarded by the PFS and takes hard work and commitment to achieve.
Married with a young child, Anthony is a keen golfer.
Key Services
As a Chartered Financial Planner, Anthony has an extremely high level of knowledge across all areas of financial planning, working with both private clients and businesses.
Anthony has particular specialism in advising on pensions, investments & insurance for both personal & business clients.
“Regularly reviewing clients’ changing circumstances and the wider markets ensures the client remains up to date & fully understands their finances”
Qualifications
– Fellow Personal Finance Society (2018)
– Mortgage (2011)
– Equity Release (2016)
– Long Term Care (2015)
– Discretionary investment management (2013)
