0330 038 8942
Based in Pontyclun
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: January, 2018
4.9 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: 15 April 2025
Tony is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tony's status
35
Recent Client Reviews
Tony has received 35 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tony has received 35 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: 15 January 2025
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
13
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 13 first impressions)
92% of users who are not yet clients had a positive first experience with Tony
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 13 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: 15 April 2025
Tony is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tony's status
35
Recent Client Reviews
Tony has received 35 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tony has received 35 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: 15 January 2025
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
13
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 13 first impressions)
92% of users who are not yet clients had a positive first experience with Tony
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 13 first impressions)
I am a Chartered Financial Planner and Fellow of the Personal Finance Society with 30+ years industry experience of managing clients wealth. I am a pension transfer specialist and Personal Finance Society Gold Standard award holder. I have also been voted by my clients as one of the top financial advisers in the UK for 5 years running in 2019, 2020, 2021, 2022 & 2023 and appeared in the guide published in the Times Newspaper. I was the first tranche of advisers in the UK to achieve Chartered Financial Planner status. Our service works so well because we carry out so much of our work face-to-face or video calls. This puts the focus firmly on you and lets us understand your needs and goals in detail. We can then tailor our service to fit your requirements exactly, rather than offer you off-the-peg solutions. Our clients appreciate this personal approach, which is how we have built up long-term professional relationships with many of them. From our first meeting with you, we’ll take the time to understand your financial situation and priorities, and to help you understand exactly what we can do for you. Our service incorporates regular reviews to ensure that your finances and plans stay on track. Our core service is wealth management. This in turn is made up of several related areas, which include: • Investment planning • Discretionary portfolio management • Pre- and post-retirement planning • Inheritance tax planning • Tax-led solutions Where appropriate, I work closely work with other professional advisers to ensure that legal and accounting aspects of my client's affairs are fully considered as a part of their overall financial planning needs. Away from work, you will find me spending time with family or friends and keeping fit in the gym or mountain biking.
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
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
All content is based on my own views and not that of Hexagon Wealth Limited