For over three decades, as an award-winning financial planner, I’ve guided countless people through the challenges of managing their money. Many came to me feeling frustrated, uncertain, and worried about their financial future. They’d worked hard but struggled to make their efforts count where it mattered most.
Some hoped to retire early but found themselves working longer than they wanted, missing precious time with loved ones. Others were held back by habits they wished they’d broken sooner or felt overwhelmed by the confusing language and complexity of money and investments.
It doesn’t have to be this way.
That’s why I created The Anthony Plan, a straightforward, step-by-step framework designed to help people in their 40s and 50s take control of their finances with confidence and create a life that feels fulfilling, joyful, and free from unnecessary stress.
"I really enjoyed working together"
“I really enjoyed working together with you to attain my financial goals, believing that you understood my perspective fully and had the best interests of me and my family firmly in sight.”
- M Wilson
"I'll never look at a bathtub the same!"
“I would like to thank you for the time and effort you put in, I feel we got the balance right and I will no doubt reap the benefits in years to come. I’ll never look at a bathtub the same again!”
- P Stockley
"We felt in very safe hands"
“We have been extremely grateful to you for guiding our circumstances over the years. We very much felt that you were working with us with regards to our finances to the extent that we felt in very safe hands.”
- Mr & Mrs Joyce
That's me in the middle, being presented with my Financial Planner of the Year award by BBC TV news anchor Bill Turnbull
The Financial Planner of the Year Awards are the Oscars of the financial planning world (well, in the UK..!)
I was award winner in 2011 and again in 2012, in the category 'Protection Planner of the Year'
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