Position: Chartered Financial Planner
Tel: 01926 422292
Anthony works with clients to ensure they plan effectively for the future, specialising in business and family protection, investments and pensions.
Before joining HB&O in 2013, Anthony worked as a financial adviser for Lloyds TSB for more than eight years. Anthony graduated from Wolverhampton University with a BA Hons in Business and Economics and pursued a career as a fitness instructor and personal trainer before becoming a financial adviser.
Anthony has remained a fitness fanatic, having completed 13 London marathons and a London-Paris cycle ride, raising around £16,000 over the years for VICTA, a charity that supports blind and partially sighted children, young people and their families. As well as enjoying an occasional game of golf and a spin round a kart racing track, Anthony has a busy family life, with two young daughters and a couple of Labradors.
|J01 - Personal Tax (CII)||R01 - Financial Services, Regulation and Ethics (CII)|
|R02 - Investment Principles (CII)||AF3 - Pension Planning (CII)|
|Dip PFS - Personal Finance Society Diploma (PFS)||AF5 - Financial Planning Process (CII)|
|R04 - Pensions and Retirement Planning (CII)|| AF4 - Investment Planning (CII)
|R08 - Pensions Update (CII)||CF8 - Long Term Care (CII)|