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Tony graduated from Cardiff University in 2009 having achieved a degree in Economics and immediately entered the Financial Services profession. Tony managed a portfolio of Self Invested Personal Pensions (SIPPs) for two years before joining Clairville York in July 2012.
Tony is now a Chartered Financial Planner and a Fellow of the Personal Finance Society.
Tony is a keen athlete and has completed several marathons across Europe and an Ironman Triathlon. He also enjoys watching sport, spending time with his friends and travelling the world with his wife.
Clairville York Limited is authorised and regulated by the Financial Conduct Authority. No 207474
Investors should be aware that capital is at risk. Past investment performance is not a reliable guide to future performance. The potential for profit is accompanied by the possibility of loss. The value of investment funds and income from them may go down as well as up and investors may not get back the original amount invested.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website as www.financial-ombudsman.org.uk
