CFP, APFS, CMgr, Chartered & Certified Financial Planner
A former Accountant of 10 years, Tony has won many accolades since becoming a financial adviser in 1991 and now has qualifications that are held by under 1% of advisers. Tony specialises in Personal and Corporate Financial Planning and Pensions.
Tony is a former mentor for the Princes Trust, and Chamber of Commerce Owners Managers Committee member, was the East Midlands Chairman for the Institute of Financial Planning 2010, 2011 and since 2013 the Regional Vice Chairman for the Personal Finance Society, as well as being a qualified life coach. Tony has also gained a Fellowship from the Chartered Management Institute highlighting his dedication to managerial skills within a business. He has also recently been appointed the Chartered Champion for the region.
Tony is based in Kimbolton head office but advises nationwide.
Interesting Fact: Tony has recently bought a field with the aim of keeping Alpacas.
Tel: 01480 869466
I am very grateful for your professionalism and will continue to speak highly of Beacon’s services. Thank you for looking after my best interests.
Genuine thanks to your solicitors in St Neots. I am extremely grateful for your immediate help and will highly recommend them to anyone looking for a firm of solicitors
My sincere thanks for your kind attention and help, you satisfied my own quandary and I was grateful for your thoughts.
A big thank you to the team there at Beacon, I couldn’t have been happier with the service and advice I received over the years.
Beacon Wealth provides a first class professional service. Information is clear and explains details for clients to understand. We would have no hesitation in recommending their services to others.
Mr & Mrs J
I would like to thank you for the calm and efficient way that you have dealt with my dad’s estate. You have always been available to see me however trivial my concerns have been. It has been so reassuring putting the whole matter into your extremely professional hands. I have really appreciated the support that you have given me during the difficult time that we found ourselves in.
Many thanks for all your assistance and please pass on our gratitude. We shall be recommending your services to our friends and family.
We are very pleased with the work that you have carried out for us, and would like to thank you on behalf of the family for the excellent service that you have provided.
A fantastic service! Dealt with our emails promptly and we never had to chase, Very Friendly and approachable.