0113 238 5321
Based in Leeds
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2019
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tony is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tony's status
Last checked: 20 March 2025
Tony is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tony's status
17
Recent Client Reviews
Tony has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tony has received 17 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tony has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tony has provided information on their typical fees
Tony has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
21
Positive First Impressions
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 21 first impressions)
86% of users who are not yet clients had a positive first experience with Tony
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 21 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tony is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tony's status
Last checked: 20 March 2025
Tony is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tony's status
17
Recent Client Reviews
Tony has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tony has received 17 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tony has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tony has provided information on their typical fees
Tony has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
21
Positive First Impressions
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 21 first impressions)
86% of users who are not yet clients had a positive first experience with Tony
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 21 first impressions)
I joined TPO in January 2014 following a successful early career at other Independent Financial Planning firms. I offer advice on pensions, investments, protection and inheritance planning bringing clarity, reassurance and comfort to clients. I adopt a friendly and proactive approach, clearly articulating the benefits and value of financial planning by keeping it interesting, informative and personalised to client’s specific requirements. I take time to truly understand a client’s background, what is important to them, where they are in life and where they want to be. This forms the strong foundations to create a clear, bespoke and realistic financial planning strategy to help achieve client’s goals both now and in the future. I find it particularly rewarding to be able to explain complex financial issues to clients, in a way that they can relate to and understand, to empower them to make informed and confident decisions surrounding their wealth throughout their live.
Offers available through VouchedFor
Contact Tony through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Tony's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.