0330 038 8942
Based in Swansea
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: April, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Tony and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 24 April 2025
Tony and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Tony has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tony has received 14 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: 21 April 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.
8
Qualifications Uploaded
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 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
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 13 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 13 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Tony and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 24 April 2025
Tony and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Tony has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tony has received 14 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: 21 April 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.
8
Qualifications Uploaded
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 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
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 13 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 13 first impressions)
I have been in Financial Services my entire career, so 25 years now! I have regularly written for the trade press, usually on topical and pensions pieces as well as acting as a judge at prestigious national events I am unashamedly a "money geek" and have almost all of the "extra" qualifications so no matter how weird and wonderful your circumstances, i can help. I specialize in helping people understand not just what they should do with their money, but WHY they should do it. No smoke and mirrors, no overly complex solutions to confuse or bamboozle - just empowering ordinary people to understand their own finances and make good choices to benefit themselves and their families.
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
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Adviser Disclaimer
The value of pensions and investments can fall as well as rise. You may get back less than you invested. Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage. Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.