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Anthony & Sarah
Having lived in Bermuda earlier in life, Anthony and his wife, Sarah, have resided in Hertfordshire for the past 25 years. Anthony has had a successful and varied career in finance. He has run his own consultancy firm which provided advice to hedge funds and small boutique investment firms.
He has worked with senior management at international asset management firms and currently, Anthony is the Head of Finance for a US owned asset management company with a base in London. He is involved in several aspects of the business including HR, risk management, compliance, corporate services and IT.
Anthony has an interesting and diverse role at his company and is motivated by working towards his retirement plan and ensuring he and his family have financial security in later years. The couple plan to spend more time with their family, see more of the world and enjoy the next chapter of their lives. Health, family and friends are the three things they value the most.
Read more Google reviews“Paul is an excellent independent financial adviser who is very trustworthy and who we have no problem recommending him and his team.”
Anthony & Sarah