Certified Wealth Planner
Diploma in Financial Planning (DipPFS)
Long Term Care (CF8)
Toby has worked as a Wealth Planner 31 years, has been an Independent for the last 10 years and at Succession Wealth for 2 years. Toby has a broad base of experience across multiple disciplines including Investment, Retirement and Estate Planning. Toby likes to encourage a friendly and relaxed environment where clients fully explore and communicate what they really want. Plan together and maintain it over time.
"I have teenage children and enjoy spending time together. I enjoy Scuba Diving and riding my motor trike, music and film."
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.