Tony Davies
Technical Engagement Consultant
Aberdeen Adviser
Tony is a Technical Engagement Consultant at Aberdeen covering the north of England and Scotland from Sheffield up to Aberdeen.
With over 30 years’ industry expertise, Tony works with advisers providing holistic financial planning support on a wide variety of subjects including tax, trust, retirement and estate planning. His focus is on identifying and communicating change and the opportunities this presents for advisers and their clients. He regularly delivers workshops, seminars and bespoke adviser assistance to share his expertise.
Tony is a Chartered Financial Planner and a Fellow of the PFS, he has a master’s degree in financial planning and business management, and he is also IMC qualified.
