Anthony Seward
Advising clients since: 2018
Qualifications: DipFA (Diploma in Regulated Financial Advice, CERER (Certificate in Regulated Equity Release)
Areas of expertise: Holistic Financial Planning incl. Investments, Protection Advice, Retirement Planning, Inheritance Tax & Cash Flow Modelling
I am dedicated to helping individuals achieve their life goals and secure their financial future.
Through my career I have accumulated a wealth of knowledge and expertise in many areas, including investment advice, retirement planning, financial protection, estate planning and equity release. I believe in taking a holistic approach to financial planning, considering each clients unique circumstances and aspirations. My aim is to provide personalised and comprehensive financial advice tailored to the specific needs of my clients. I strive to build long lasting relationships based on trust, integrity and transparency.
Whether you’re planning for retirement, saving for your children’s education or seeking guidance on investment opportunities, I am here to help.