Tony Fenton & Sons Wealth Management LTD

Independent Financial Adviser Tony Fenton & Sons Wealth Management Ltd, 29 Market Place, Caistor, Lincolnshire, Market Rasen, LN7 6QE
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
21st January 2019
Based at 29 Market Place, Caistor we are specialists in Wealth Management, Pensions, Retirement Solutions, Investments, Estate Planning & Protection.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Benjamin Fenton
adviser-person
Karl Fenton
Financial Adviser
adviser-person
Tony Fenton DipPFS
Independant Finanical Adviser
Accreditations
Certified Financial Planner
Where to find us

Tony Fenton & Sons Wealth Management Ltd, 29 Market Place, Caistor, Lincolnshire, Market Rasen, LN7 6QE

Contact us
About us

Tony Fenton & Sons Wealth Management Limited (formerly Tony Fenton IFA) is established in the Lincolnshire town of Caistor. Tony formed the company in 2009 after many years in financial services and will have reached 40 years in the industry in 2018. Tony's sons Karl & Ben are both fully qualified to give advice and have supported Tony for the last 4 years. Tony's wife Christina is also a qualified Financial Adviser, having more than 25 years industry experience. Christina focuses on research, technical analysis and compliance to support Tony, Karl & Ben. Oliver Bell has recently joined the company, he is currently working towards his diploma in Regulated Financial Advice and assisting with paraplanning and administration.

Our services

Tony Fenton has provided financial advice for 40 years in February 2018 . We specialise in providing bespoke tailored advice after undertaking a comprehensive, in depth analysis of your circumstances and your requirements for the future. We provide an ongoing advice service, where desired, to ensure that your arrangements remain on track to achieve your financial aims and to cater for changes in your circumstances as the years progress.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

Tony Fenton & Sons Wealth Management LTD are wholly Independent Financial Advisers. We are directly authorised and regulated by the Financial Conduct Authority.

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