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Tony Hann

Chartered Financial Planning Consultant, MCSI in Chesham

A little bit about Tony

With over 30 years of investment management experience at firms like General Accident and BNY Mellon, I am passionate about helping people to achieve financial security and peace of mind.

Having retired from the city in 2019, followed by five years as a Non-Executive Director with a retail investment advice and management business, I now use my expertise, backed by qualifications from the Chartered Institute of Securities and Investment, to help clients with all aspects of their finances.

I look to build long term relationships based on trust and transparency to provide a financial plan unique to each client, building financial security for them and their loved ones.

Find out more about me below.

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There are lots of ways I can help you prepare and plan your finances over the long term, such as cashflow modelling or a range of other useful tools.
Contact me today

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What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could help you.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

General Insurance

Home contents insurance, buildings insurance.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Diploma in Investment Advice

  • The Diploma in Investment Advice provides a sound grounding in UK financial services and consumer relationships, including exchange traded futures and options and financial protection.

Chartered Member

  • 'Chartered' is the most respected indicator of professionalism. Attaining Chartered status is challenging and takes commitment. Not only does the adviser complete the relevant advanced qualifications they also have to demonstrate a consistent record of Continual Professional Development (CPD).

Tony's location

Chesham
Buckinghamshire
HP5
United Kingdom

I am located in Chesham and serve an area including Amersham, Beaconsfield, Berkhamsted, Wendover and the surrounding areas.

I’ve learned from personal experience that planning for the future is not always easy. It often calls for the guiding hand of someone you trust, someone who’s taken the time to get to know you and understands your financial goals.  Equally importantly, someone who comes at the issues you’re facing from your side of the table.

Each of my clients has their own unique story and I make it a priority to find out what drives them - their values, ambitions and objectives. With a long-term approach, I will work alongside you as a reliable partner, always there with the advice and support you need.

Making significant financial decisions can be challenging alone - you can never be fully sure what you may have missed. Objective, expert guidance from someone who fully understands all the issues from the inside can be a vital confidence builder at these times. That is where I come in - clarifying and making sense of your finances, putting in place investment plans for the future and crucially, tracking progress to make sure they deliver results.

I have been working in financial services, nationally and internationally, for over 30 years, primarily in investments and enjoy drawing on that experience to guide, support and educate my clients.

Outside of work, I am a governor at a local primary school and I help out with a charity, The Theatre Shed.  If time allows, I can be found pottering in the garden, walking in the countryside with Finn, my springer spaniel or taking trips in my 1960’s classic car – on those occasions it starts!

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 17 October 2024.