Punter Southall Wealth
Chartered Financial Planner
0121 230 1910
Born in Leicester, Anthony graduated from Oxford Brookes with a degree in Exercise and Health/Human Biology. Over 15 years ago, Anthony moved into financial planning, first with a small family-run firm and then to a national IFA, developing a specialisation in providing advice to senior employees. Prior to joining Punter Southall Wealth (previously Punter Southall Financial Management), he was a director and shareholder of an employment benefit and financial planning business.
Anthony predominantly works with clients who are approaching or entering retirement. Along with this he advises on protection for both individuals and corporate clients. He holds advanced planning qualifications in Pension, Investment, Tax & Trusts planning and the overall financial planning process (AF3, AF4, AF1, AF5). He has been awarded the title ‘Chartered Financial Planner’ by the CII.
Outside of work, his young and active family keeps him fit, however he still finds time for regular five-a-side football and takes part in long distance running challenges.