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Tony has been a financial adviser for 25 years and a director of Perspective (South West) Ltd (formerly Equilibrium Wealth Management) for 24 years.

He is a member of Perspective’s Advisory Board and specialises in advising High Net Worth families and companies.

He has been qualified to Diploma level for over 20 years and specialises in retirement, investment and long term care planning.

Other contacts

Ross Perry FPFS

Chartered Financial Planner

Jim Knights DipPFS

Financial Planner

Steven Leech

Paraplanner

Registered in England and Wales No: 3053936. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.

Perspective (South West) Limited is authorised and regulated by the Financial Conduct Authority.

Perspective (South West) Limited is a subsidiary of Perspective Financial Group Limited.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9 123

www.http://.financial-ombudsman.org.uk

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