Anthony Roberts Email & Phone Number

Anthony entered the financial planning profession in 1991 after a short spell in the Royal Navy (six years), initially working for/with his father in the family business. Over the years he has operated his own consultancy practice, worked for a national firm of accountants, a regional firm of financial advisers, and a national firm of financial advisers. "The Navy was great and I’m still a bit of a nerd when it comes to ships, history, geo-politics and all that kind of big picture stuff. I love it. Actually, it’s one of the things that really draws me into investments - the big picture. You see, in my mind, financial planning and investments are not just about the numbers or the flow of money going in or out of funds. It’s about how financial planning and investments can change the world or transform a person’s life."In his spare time, Anthony loves writing and has published a number of books (fiction and non-fiction.) You can find me on Amazon.Anthony is both a Chartered Financial Planner through the Personal Finance Society, and a CERTIFIED FINANCIAL PLANNER professional and Chartered Fellow (Financial Planning) of the Chartered Institute of Securities and Investment. In October 2011, Anthony was a Financial Planner of the Year Awards 2011 winner in the category of Protection Planner of the Year.In November 2012, Anthony was a Financial Planner of the Year Awards 2012 winner in the category of Protection Planner of the Year.Specialties: Comprehensive Financial Planning for owner directors of small to medium sized businesses, retired business people and widows of retired business people.

Listed skills include Inheritance Tax Planning, Strategic Financial Planning, Investments, Pensions, and 15 others.