Punter Southall Financial Management
0121 230 1910
Born in Leicester, Anthony graduated from Oxford Brooks with a degree in Exercise and Health/Human Biology. After a short career in marketing for a health and fitness club, he started his financial career with an estate agency, providing advice on Mortgages and Protection. From there, Anthony moved into financial planning, first with a small family-run firm and then to a national IFA, where he worked with both private and corporate clients, developing a specialisation in providing advice to senior employees. Prior to joining PSFM, he was a director and shareholder of an employment benefit and financial planning business.
Anthony predominantly works with clients who are approaching or entering retirement. Along with this he advises on protection for both individuals and corporate clients. He holds advanced planning qualifications in Pension and investment planning (AF3, AF4).
Outside of work, his young and active family keeps him fit. However he still has time for regular five-a-side football and takes part in long distance running. He ran his first Marathon in Nice and continually sets himself sporting challenges.