Tony Campbell

I have worked in wealth management within financial services for more than 25 years, having previously worked for Fidelity, Lloyds Private Bank, Santander, Pearl Assurance and St James’s Place.

I am a Financial Planner and have a BA (Hons) in Business. I hold qualifications in both mortgage advice and long-term care planning.

I consider it important in a financial arena where external stimuli can have an impact on your plans whether they be legislative reforms, political change, market uncertainty, or taxation, to have an adviser you can trust to build ongoing positive relationships for you personally and your business.

In understanding that advice is for life and not simply a moment in time, I believe it’s integral and important to know and understand my clients’ objectives and where required, all affiliated parties so that I can always be there to provide relevant and timely advice, thus keeping your financial plans on track navigating through uncertain times and change and adapting financial plans as my clients’ lives evolve.

Working closely with private individuals, corporate entities, business owners and the self-employed to provide guidance and advice that help facilitate solutions and financial plans that help achieve their objectives.

I provide holistic financial advice covering a multitude of wealth management advice areas that include estate planning, wealth preservation, savings and investments, retirement planning / restructuring, and protection.

In my spare time I enjoy occasional charitable activities, keeping fit, and travelling.

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