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
7.0 /10
FCA verified
16th September 2019
Based at Caistor and Heighington, we specialise in Wealth Management, Pensions, Retirement Solutions, Investments, Estate Planning , Trusts & Protection
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
adviser-person
Tony Fenton DipPFS
Independant Finanical Adviser
Accreditations
Certified Financial Planner
adviser-person
Karl Fenton DipPFS
Independent Financial Adviser
adviser-person
Jonathan Danes DipPFS
Paraplanner pending FCA adviser authorisation
adviser-person
Benjamin Fenton DipFA AwPETR CertLTCP Adv DipFA Chartered ALIBF
Trainee Independent Financial Adviser
Accreditations
Chartered Financial Planner
adviser-person
Oliver Bell DipFA
Paraplanner and Administration
Accreditations
Certified Financial Planner
Where to find us

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

Make an enquiry
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 reached 40 years in the industry in 2018. Tony's sons Karl & Ben are both fully qualified to give advice and have supported Tony since 2013 and 2015 respectively, Ben recently completed his Chartered Financial Planning qualification. Oliver Bell joined the team in 2018 and having completed his Diploma in Financial Services he is tasked with assisting in the paraplanning and administration part of the process. Due to the continued growth of the firm, Jonathan Danes, an adviser with over 20 years of experience, joined in mid-2019.

Our services

Tony Fenton had provided financial advice for 40 years in February 2018 and our advisers have a combined 72 years of industry experience. 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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