Tony is an Associate Director in our Wealth team who joined Alan Boswell from the national accountancy firm Grant Thornton in 2003. The Norwich office of KPMG that Tony joined became part of Grant Thornton and Tony worked closely with the Tax team to ensure that client’s investment and pension arrangements were tax efficient. Previous to this, Tony worked in the Manchester HQ of Co-Op Insurance after completing an Economics degree at Manchester University.
With extensive experience at working closely with accountants from his years at KPMG/Grant Thornton, Tony works closely with professionals in advising high net worth individuals and Trusts in formulating long-term Financial Plans. The areas included are investment, retirement, estate planning and tax management.
Tony holds the Advanced Tax and Trust and with Pension qualifications, which allows him to advise in specialist areas of Financial Planning such as SSAS’s and Pension Transfers. Tony’s expertise lies in the creation of comprehensive and complex financial plans helping clients achieve their financial goals.