Tony Rhea Dip PFS. Para Planner
Tony moved in to financial services after a successful career in human resources and employee benefits.
Tony works from the head office in Crowthorne and is qualified to advanced level. He ensures that we are all are kept up to date with the latest technical developments in the industry, as well as producing all our highly technical reports and suitability documents.
Tony is responsible for the day to day management of our fund performance and asset allocation monitoring proposition. The performance of our investment portfolios is down to the rigorous application of a step by step process that ensures that our clients investments perform consistently well against the appropriate benchmark.
Tony's qualifications include advanced level passes in Personal Financial Planning, Pensions, Taxation and Trusts, Pensions Simplification, Degree in Business Studies and Economics, Mortgage Advice Qualification. Pension Transfer Specialist (G60) Pension Simplification (CF9)
