Tony is Managing Director of Technical Connection. He provides relationship, project and thought leadership in serving our institutional and adviser clients. This includes the design and implementation of tax planning and marketing solutions and strategies for product providers, platforms and fund management groups. Tony is also deeply involved in the creation and delivery of adviser development programmes and client and professional connection engagement strategies and tools.
Tony regularly contributes content on tax planning to various professional and sector publications as well as delivering presentations at financial services, tax and trust conferences for clients and professional bodies.