Tony was born in South Africa, and grew up in Rhodesia (now Zimbabwe), where he attended Sinoia High School. Many of his teachers were ex Rhodians and he didn’t need much persuasion to follow in their footsteps. He graduated from Rhodes in 1973 with a BA in law and economics, and then joined the British South Africa Police as a regular member, where he served as a detective in various divisions. During this time he graduated from UNISA in 1975 with a B.Comm and again from Rhodes with an LL.B in 1979. He was admitted to the Cape Bar in September 1980 as an advocate.
He later joined Old Mutual as a legal adviser and rose up to be head of Corporate Executive Services, before emigrating to the UK in 1987. He was President of the Institute of Life and Pensions Advisers (now FPI) in South Africa and is a dual qualified Certified Financial Planner CFPCM. in South Africa and the United Kingdom. He is also an FRSA – Fellow of the Royal Society of the Arts, Commerce.
In the UK Tony has been active in consumer education in the financial planning areas of pensions, investments, education fees planning, estate planning and death taxes, business wealth strategies, succession planning, trusts and other areas and is the author of 14 books on financial planning. He has worked as MD/CEO of a number of UK financial services groups and now has his own financial planning business, servicing individuals and their families, corporates and trusts. Tony is responsible for many ‘firsts’ in innovation in UK financial services, including the establishment of the first Annuity Bureau to get clients the best deal for pension annuities; the first enterprise investment scheme fund approved by the Revenue in the UK and the first Trust Review Service.
Tony is widowed (his wife Joy worked at one time in the Fine Art Department at Rhodes), with two sons, James, a PE teacher and Chris, a doctor in the British Army. He still plays Golden Oldies Rugby (when they let him on the pitch), and enjoys walking, reading and creating new concepts in financial planning.
Last Modified: Mon, 15 Feb 2021 15:56:19 SAST