Background…
Anthony is a qualified Independent Financial Adviser and joined Lifetime in February 2022, having worked in financial services since 2008. He has previously held roles at NatWest Bank, Nationwide Building Society and more recently with another Norfolk IFA.
The best bit…
Anthony is keen to build long term relationships, has strong beliefs in ethical conduct and enjoys creating bespoke financial solutions for his clients.
Colleagues would say Anthony is…
Anthony is a great listener and able to think creatively to meet our client’s needs
At home…
Anthony enjoys spending time with his family, travelling, eating out and football, where he is an FA qualified coach and manages an adults team in Cromer.
Relevant Qualifications…
- DipPFS – Diploma in Regulated Financial Planning
- CeMAP – Certificate in Mortgage Advice and Practice
- CeRER – Certificate in Regulated Equity Release