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Antony Summers

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Wealth Planning Director

Antony provides investment and financial planning advice to private clients and strategic investment advice to trusts, pension schemes and charities. He has a particular specialism in dealing with the investment consultancy issues surrounding individuals, trusts and charities.

As a Wealth Planning Director he not only has significant financial planning experience but also has a strong tax background having previously worked for an accountancy firm where he specialised in the provision of tax and financial planning advice.

Antony strongly believes in Life Planning, which helps his clients visualise whether they are on track to meet their lifetime financial objectives. Through this he can help them plan and implement actions to address any issues identified.

Antony is a Certified Financial Planner and qualified in investment management via the UK Society of Investment Professionals. He is also a member of the Personal Finance Society and the Chartered Insurance Institute.

Areas of expertise:

Fee based financial planning, cash flow modelling,investment planning, retirement planning, inheritance tax (IHT) planning and tax efficient investing.

Location: London


0207 523 4609
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