Originally from Brentwood, Essex, Tony has dual qualifications: IFA (Diploma – Personal Finance Society) and Chartered Accountant – England & Wales. Following his BA in Accounting at Liverpool, his career began as a trainee with Touche Ross, Liverpool (audit), and following a stint in their forensic accounting dept. in Manchester, moved to KPMG Peat Marwick in the Cayman Islands.
He later moved on into offshore corporate services whilst in the Cayman Islands with what is now Appleby attorneys at law, managing their in-house corporate services company, and after returning to the UK became regulated as an IFA (Independent Financial Adviser).
Tony works mainly in pensions (in particular pensions transfer and consolidation) and investments, and is skilled in portfolio construction, retirement planning modelling, and potential IHT mitigation on client estates. His skill-set is wider than this though – please see Services. Tony’s clients are mainly private individuals, small companies and partnerships (and their principals), and trustees of family trusts.