Antony Williams FPFS, CFP^CM

CERTIFIED FINANCIAL PLANNER^CM Professional
Chartered Financial Planner
Managing Director

Antony has over 15 years' experience in financial services, following two years in retail management. Initially, Antony spent 5 years with a large insurance company, advising private clients and small businesses. He then took on the role of senior planner with one of the UK's largest firms of IFAs. In March 2000 he joined a well known firm of investment advisers and stockbrokers, becoming the Partner responsible for their financial planning proposition.

Antony founded Evolve in November 2004, to provide high quality financial and investment planning for people who are committed to making the most of their money and making the most of life. In September 2006, he was named Best IFA Newcomer of the Year in an independently judged annual awards ceremony. He is determined to make Evolve one of the UK's leading fee based financial and planning suppliers.

He places a clear understanding of clients and their needs at the forefront of his priorities and will invest considerable time and effort to this end. An excellent communicator, Antony helps clients to build their own financial plans acting as a consultant, coach and mentor.

Antony is regularly asked to comment in the national press and by television broadcasters on various financial matters.

Qualifications

• CERTIFIED FINANCIAL PLANNER certification
• Chartered Financial Planner
• Fellow of the Personal Finance Society
• Advanced Financial Planning Certificate
• AFPC G10 Taxation and Trusts
• AFPC G20 Personal Investment Planning
• AFPC G30 Business Financial Planning
• AFPC G60 Pensions
• AFPC G70 Investment Portfolio Management
• AFPC H15 Supervision and Management
• AFPC SV1 Savings & Investments
• AFPC K10 Retirement Options
• AFPC K20 Pension Investment Options
• CF7 Lifetime Mortgages
• CF8 Long Term Care Insurance
• MAQ Mortgage Advice Qualification
• Financial Planning Certificate (FPC 1, 2 & 3)

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