Anthony Roberts

Anthony Roberts Email and Phone Number

Boston Spa, GB
Anthony Roberts's Location
Boston Spa, England, United Kingdom, United Kingdom
Anthony Roberts's Contact Details

Anthony Roberts work email

Anthony Roberts personal email

n/a
About Anthony Roberts

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.

Anthony Roberts's Current Company Details
Anthony Roberts Coaching & Financial Planning Services

Anthony Roberts Coaching & Financial Planning Services

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Chartered Financial Planner
Boston Spa, GB
Employees:
1
Anthony Roberts Work Experience Details
  • Anthony Roberts Coaching & Financial Planning Services
    Chartered Financial Planner
    Anthony Roberts Coaching & Financial Planning Services
    Boston Spa, Gb
  • Hargreaves Lansdown
    Chartered Financial Planner
    Hargreaves Lansdown Jun 2014 - Present

Anthony Roberts Skills

Inheritance Tax Planning Strategic Financial Planning Investments Pensions Financial Planning Critical Illness Income Protection Portfolio Management Retirement Planning Retirement Wealth Management Investment Advisory Cash Flow Financial Modeling Finance Business Planning Financial Advisory High Net Worth Individuals Annuities

Anthony Roberts Education Details

Frequently Asked Questions about Anthony Roberts

What company does Anthony Roberts work for?

Anthony Roberts works for Anthony Roberts Coaching & Financial Planning Services

What is Anthony Roberts's role at the current company?

Anthony Roberts's current role is Chartered Financial Planner.

What is Anthony Roberts's email address?

Anthony Roberts's email address is an****@****e.co.uk

What schools did Anthony Roberts attend?

Anthony Roberts attended Chartered Insurance Institute, The Chartered Institute For Securities & Investment (The Cisi).

What skills is Anthony Roberts known for?

Anthony Roberts has skills like Inheritance Tax Planning, Strategic Financial Planning, Investments, Pensions, Financial Planning, Critical Illness, Income Protection, Portfolio Management, Retirement Planning, Retirement, Wealth Management, Investment Advisory.

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