Tony Revans Financial Planning was formed in 2000 by Principal Tony Revans, following 22 years in the banking and financial services sector. Tony started his career with Barclays back in 1978, moving to Crusader Insurance then Scottish Widows, before becoming a founder and subsequently, Managing Director of the Independent Financial Advisory arm of a Yorkshire Based Insurance Brokerage, R P Hodson Financial Services Ltd.
After 13 years as an Independent Financial Advisor, Tony then left to establish his own practice, and Tony Revans Financial Planning was born in February 2000. He was joined shortly afterwards by Kathryn Andrassy, having left a previous role within the Lloyds TSB Group, Kathryn also has almost twenty years industry experience.
Tony is a Diploma Qualified adviser, Kathryn reached Chartered Financial Planner status in 2011, and holds Fellowship of the Industry. They are both Professional Members of the Personal Finance Society and The Chartered Insurance Institute, between them they offer a great deal of experience across the financial services arena for both the personal and corporate markets, with a full, Independent, Whole of Market Service. Clients are able to pay for our services via Fees,
The firm has and continues to invest heavily in technology to continually improve and enhance our service to clients but without losing the important human touch.
The practice has a wide range of clients, and offer a bespoke proposition over a wide area of needs. The firm has established itself as a leading expert in retirement planning advice, including final salary pension tranfers and flexibly accessing pensions in the new world, corporate financial Planning and in particular, a justifiable reputation as an authority for advice on "Small Self Administered Schemes" (SSAS) for owner managers and their families. Existing clients range from companies employing more than 100 employees, to individuals needing investment guidance and to helping first time home buyers: this means that we are able to assist clients with most financial advice needs.
We also know our limitations and have close affiliations with other selected professional firms to ensure we can help all our clients with all their needs- from leading firms of Solicitors, Stockbrokers, to provide direct Equity Investments and in particular Discretionary Investment Management services, specialist brokers in the Private Health Insurance and General Insurance sectors and, for our senior clients, a specialist Equity Release Service.
Working closely alongside our clients other professional advisers, including accountants, solicitors, estate agents etc, the practice is well known for offering dynamic individual solutions and prides itself on going "the extra mile."
As a practice we choose not to advertise, all of our clients having been referred to us by fellow professionals or via recommendations from our existing satisfied customers.
Both Tony and Kathryn offer a no obligation, informal, free of charge initial meeting, please contact us to arrange a convenient time at a location to suit you.
Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this.