Anthony Flynn

Areas of expertise

Behavioural planning; Ultra-High Net worth; Integrating illuminating Financial Planning with expert Investment Management; Building advisory teams around complex client situations by working collaboratively with legal and tax professionals.

Experience

Practitioner and Leader, with extensive experience since first qualifying in 2002, detailed understanding of human behaviour.

Notable client work achievements

Senior Leader in Wealth firms, mentoring Planners and working closely with high-value clients.

Professional qualifications and memberships

Fellow of PFS, 2012 (FPFS); Chartered Financial Planner, 2011