Tony Pound

I am an Independent Financial Adviser, Triathlete, Marathon Runner and father to two gorgeous girls. I have worked in financial services for over 30 years and during my career I have experienced all aspects of wealth management. For the last 20 years I have primarily been providing advice as a Financial Planner for large financial organisations and smaller financial services practices. My passion is to help people live their best lives. In terms of financial planning this means I want to enable you to get the most out of your finances at all stages of your life. You can truly enjoy the life you are living without worrying about your future because your retirement plans and investments are taken care of. Helping people to live their best lives means living their healthiest lives too. To me these can’t be separated and I have a holistic approach to happiness! I am passionate about health and fitness and helping people to live healthier lifestyles, whether that’s to lose weight or improve their fitness. As a marathon runner and IronMan triathlete I coach endurance athletes, from taking the first step towards completing a parkrun to getting their dream time running a marathon. I combine my two passions to help people live longer, healthier and financially resilient lives. My emphasis is on maintaining a long-term relationship with my clients showing distinct quality, integrity and excellence, which gives both private and business clients financial peace of mind. I provide clients with a source of trusted advice as their financial needs evolve over the years. My Vision "My vision is to empower individuals to achieve financial freedom and live their dream lifestyles, confident in their financial security." ​​​ "To be the trusted guide on your financial journey, helping you navigate the path to a prosperous and fulfilling future." ​ My Mission "My mission is to provide comprehensive, personalized financial planning services that empower my clients to make informed decisions, secure their financial future, and achieve their life goals." ​ "I am dedicated to simplifying the complexities of finance, offering clarity, peace of mind, and a roadmap to financial success for individuals and families." Get help with understanding your options for releasing equity from your home. Understand the main options, the costs associated and the long term implications of each option. Equity release will reduce the value of your estate and could affect eligibility to means tested benefits. Your adviser should be able to assess and explain this to you. Warning: A Lifetime Mortgage is not suitable for everyone, and it is important to seek financial advice before taking any action. All other options available should be explored before choosing equity release.Interest is charged on both the original loan and the interest that has been added, the amount you owe will increase over time, reducing the equity left in your home potentially to nothing. Please discuss with your family and beneficiaries. Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help with understanding the options you have to fund yours or a loved one's long term care. Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension). Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.