Tony has been a Financial Planner for over 25 years and specialises in advising High Net Worth families and companies.
He joined Equilibrium Wealth Management Ltd in 1996 becoming Managing Director in 2005, and then Principal of Perspective (South West) Ltd for 12 years.
In 2022, Tony stepped down as Principal but continues his role as Financial Planner as he starts planning for his eventual retirement. He has been a part of the success and growth of the office in Marlborough and the wider Perspective group for over two decades.
Tony has been qualified to Diploma level for over 20 years and specialises in retirement, investment and long term care planning.
