The Personal Finance Society

“Tony has played a key role in helping to deliver the strategic evolution of the Personal Finance Society and has made a significant contribution to our collaborative engagement with regulators, government departments and other industry bodies. He is a financial services ‘subject matter’ expert and as such, has helped to redesign new agendas and incorporate business relevant content for the Society’s Continued Professional Development programme, resulting in attendance numbers doubling.” 

Keith Richards, CEO Personal Finance Society

Smith & Williamson

“Tony’s input has been invaluable in terms of the production of the internal education programme, marketing material and the development and launch of our new Later Life Planning service”

Mike Fosberry, Director Financial Services – Smith & Williamson