Anthony Crockert Email and Phone Number

Independent Financial Planner

Tony is an experienced financial planner of 40 years. He advises a broad section of clients from a variety of professions and occupations. He ran his own IFA practice for several years and has worked for larger general practitioner firms in London.He values long term relationships with his clients and sees this as fundamental to the financial planning process. He strives to help clients seek a more prosperous relationship with their money and ensure positive outcomes to help them achieve their lifestyle goals.His areas of expertise include: managing wealth, advising on the retirement landscape, investments, life assurance, inheritance tax planning and solutions for funding long term care.He is a member of the Personal Finance Society by Diploma (2005) and working towards Chartered status.Tony is committed to remaining firmly independent and ‘whole of market’.

Institute of Banker's Certificate and Diploma 1 (SA)