Schoolfarm House, Cholmondeley, Malpas, Cheshire, SY14 8HN
Corporate & Personal Investment Planning Ltd utilises an individual and holistic approach to dealing with clients corporate and personal financial planning requirements. We help them to consider where they are now and where they want to be in the future, which leads to a bespoke strategy that will increase the likelihood of achieving their goals by creating, protecting and managing their wealth. In the longer term, we review their circumstances and evaluate their portfolios annually in light of their changing needs and any relevant new legislation.
Tony started his early career in underwriting, moving on to technical briefing, investment, tax and financial strategy working for institutions and investment managers. He set up C&PIP Ltd in 1992. He has secured the following academic qualifications:
Chartered Fellow FCSI, A.C.I.I., C.F.P., Cert PFS
Chief Executive - Independent Strategic Financial Planning
Chartered Fellow of the Institute for Securities & Investments
Chartered Wealth Manager
Certified Financial Planner, Institute of Financial Planning
Advanced Financial Planning Certificate – G60 Pensions
Advanced Financial Planning Certificate – G10 Taxation and Trusts
Chartered Insurance Broker
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