Tony Cohen FPFS

Director and Chartered Financial Planner

Tony is the Managing Director of the company and has been involved in the financial services profession since 1984. He has always been involved in the independent sector and firmly believes that only fully independent advice can best reflect the needs of a client. He became a Fellow of his professional body, the Personal Finance Society, before going on to become one of the first Chartered Financial Planners in the UK. He is dedicated to not only his own but also to the professional development of his adviser team and administration staff. He firmly believes that a well trained and skilled team of staff are the bedrock of excellent financial advice.