Tony Overy Email and Phone Number
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I joined the financial services sector 40 years ago and I have built up extensive experience in successfully helping individuals manage their wealth and managing financial planning businesses.From 2012 I was CEO of Saunderson House Ltd, one of the leading IFA businesses in the UK. We were acquired by Rathbones Group in October 2021.I am now CEO of Financial Planning and sit on the Rathbones Group Executive Committee and currently am leading the integration of the Investec Wealth and Investment Private Client function into the Rathbones financial planning function. We are creating one of the UK's largest wealth management businesses and are able to offer clients a wide range of financial planning and investment solutions and also access to other services provided by Rathbones Group, such as trustee, legal and specialist tax investment solutions.The majority of peole have similar financial challenges; how can they accumulate, grow and preserve their wealth in an organised way to support them and their family for life? How do they decide which financial products are right for them, understand risk and reduce volatility, as well as clearly understand what they are paying for? The financial planning team at Rathbones are experts in providing solutions to these challenges.We would love to hear from you to discuss how we may be able to assist you with your wealth management or if you are interested in a career in financial services.
Vision Independent Financial Planning Ltd
View- Website:
- visionifp.co.uk
- Employees:
- 66
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Executive Chair - Vision Independent Financial PlanningVision Independent Financial Planning LtdLondon, England, Gb -
Ceo - Rathbones Financial PlanningRathbones Group Plc Jan 2024 - PresentLondon Area, United Kingdom -
Managing DirectorSaunderson House Ltd Aug 1989 - Sep 2024I joined Saunderson House In 1989 and became a director in 1993. Since joining I have contributed with my fellow directors to help grow the business from a turnover of £250,000 with 5 employees to £25m with 140 employees. I work almost exclusively with private individuals helping them to achieve financial independence.
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Frequently Asked Questions about Tony Overy
What company does Tony Overy work for?
Tony Overy works for Vision Independent Financial Planning Ltd
What is Tony Overy's role at the current company?
Tony Overy's current role is Executive Chair - Vision Independent Financial Planning.
What is Tony Overy's email address?
Tony Overy's email address is to****@****e.co.uk
What is Tony Overy's direct phone number?
Tony Overy's direct phone number is +120731*****
What skills is Tony Overy known for?
Tony Overy has skills like Wealth Management, Insurance, Financial Planning, Financial Services, Investments, Pensions, Retirement, Estate Planning, Portfolio Management, Asset Management, Tax, Financial Advisory.
Who are Tony Overy's colleagues?
Tony Overy's colleagues are Adam Newnham, Davinia Kickham, Steve Dunn, Steve Edwards, Becky Timmins, Gail Thompson, Brenda Ryan.
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Tony Overy
Pittsford, Ny4allaboutmotion.com, gmail.com, allaboutmotion.com, gibsonengineering.com1 +158558XXXXX
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Anthony Overy
Senior Partner Manager, Vice President At Barclaycard PaymentsGreater Northampton Area, United Kingdom3barclayscorporate.com, gmail.com, barclays.com -
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