0330 038 8938
Based in Penzance
View locationChecks 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: 22 March 2025
Tony is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tony's status
13
Recent Client Reviews
Tony has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tony has received 13 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: 16 December 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.
2
Qualifications Uploaded
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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 not yet added their fees to their profile
Fees not yet added
Tony has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Tony
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 6 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: 22 March 2025
Tony is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tony's status
13
Recent Client Reviews
Tony has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tony has received 13 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: 16 December 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.
2
Qualifications Uploaded
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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 not yet added their fees to their profile
Fees not yet added
Tony has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Tony
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 6 first impressions)
I believe in delivering the highest level of service to Clients enabling them to meet their financial planning needs. Putting Clients first and good communication are key to building long-term relationships of loyalty and trust.
£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
Clients' level of financial expertise
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