Profile – A highly qualified Chartered Financial Planner, Toni also advises clients across a broad spectrum of financial planning matters, aimed at maximising client’s investments, minimising tax liabilities, as well as planning for retirement.
Toni began her career working in pensions of a leading insurance company before moving to a Pensioneer Trustee Company specialising in Small Self-Administered Pension Schemes. She subsequently moved into the intermediary market, where she gained invaluable experience in Life Assurance, Pensions, Employee Benefits and Investments, joining Campbell Fisk & Partners Limited, the forerunner of CFPML, in 1995.
After attaining the Full Financial Planning Certificate, Toni went on to qualify as an Associate of the Chartered Insurance Institute, a Member of the Pensions Management and a Fellow of the Personal Finance Society and in 2005 was one of the first advisers in the country to be granted Chartered Financial Planner status. In 2012 Toni was awarded Certified Financial Planner accreditation from the Chartered Institute for Securities & Investment and more recently achieved the Investment Management Certificate qualification from the CFA Institute.
Qualifications – Chartered Financial Planner, Fellow of the Personal Finance Society, CFP™ Chartered MSIC, IMC, Dip PMI
Likes/hobbies/interests – Music, Theatre
Dislikes – Peas & coriander!