Tony Thomas – BA (Hons), FPFS, ACII
Chartered Financial Planner & Fellow of the Personal Finance Society
My Key Qualifications include:
- Chartered Financial Adviser
- G60 Pensions (CII)
- Chartered Insurance Institute (CII) Advanced Diploma in Financial Planning
- Fellow Member of the Personal Finance Society
- The STEP Certificate for Financial Services (Trusts and Estate Planning)
- Bachelor of Arts in Enterprise – First Class Honours
Financial Conduct Authority (FCA) Individual Number: AXT00118
Link to FCA Register: Click Here
As a qualified Chartered Financial Planner and Fellow of the Personal Finance Society, I am very proud to have achieved the highest financial adviser qualification in the UK.
I have over 30 years industry experience of managing clients’ wealth and was amongst the first tranche of advisers in the UK to achieve Chartered Financial Planner status in November 2005.
My independent financial advice is available to:
- Private Individuals
- Small Business Owners
- Corporate Entities
I am an experienced and qualified pension transfer specialist and advise members of occupational pension schemes on their retirement options, helping clients to make better informed decisions on how to achieve financial freedom and security in retirement.
I am also an associate member of the Society of Trust and Estate Practitioners, a specialist qualification for financial advisers dealing with wills, trusts and estate planning.
I have worked at senior levels for several national private banks and investment management companies and have gained a wealth of experience and expertise, helping clients build and preserve their wealth through professionally managed investment portfolios, retirement, tax and trust planning.
In January 2019 I was elected as the Chartered Champion for the Personal Finance Society in the South Wales region – A role focused on supporting Chartered Financial Planners.
Away from work, you will find me spending time with family or friends and keeping fit in the gym or mountain biking in the Welsh mountains.