Anthony has a degree in Economics and worked as a Stockbroker with Edward Jones for 4 years before being invited to join the St. James’s Place partnership.
Anthony is an investment specialist who focuses on Tax Efficient financial planning for Retirement, Later Life and effective Wealth Transfer to the next generation.
An increasingly large part of what he does involves helping people with assets over £23,250 to protect what’s theirs when they are faced with paying for Long Term Care – Anthony has specialist qualifications to advise clients on this.
Anthony is married with 2 children and is based in Wareham, Dorset. He has been an active member of the Purbeck community through his involvement in a number of service organisations including his church’s PCC, Wareham 41 Club and the Friends of Wareham Hospital, where he serves as a trustee.