Tony is an experienced financial planner of 40 years. He advises a broad section of clients from a variety of professions and occupations. He ran his own IFA practice for several years and has worked for larger general practitioner firms in London.

Notably, he values long-term relationships with his clients and sees this as fundamental to the financial planning process. He strives to help clients seek a more prosperous relationship with their money and ensure positive outcomes to help them achieve their lifestyle goals.

His areas of expertise include: managing wealth, advising on the retirement landscape, investments, life assurance, inheritance tax planning, solutions for funding long-term care and lifetime mortgages (Equity release).

Tony is married with one grown-up son.  In his spare time, he enjoys spending time with his family, gardening and walking on the beautiful North Norfolk coast.

He is an active cricketer, swimmer and enjoys the occasional round of golf.

To contact Anthony Crockert, please call 07865-621295.

Anthony Crockert – Independent Financial Adviser

Financial Advisers advise clients on investments, taxes, estate planning, insurance, mortgages, and retirement.  They are also known as personal financial advisors, financial planners, financial advisers, financial service advisors, and investment advisers.  Financial advisers look at your personal circumstances and your financial plans and recommend products to help you meet your needs.  There are two types of financial advisers.  We are Independent Financial Advisers (IFAs) and can recommend financial products spanning the whole of the market.  Basically, this means our advice is unbiased and unrestricted.  Whereas Restricted Advisers can only recommend products from certain providers.  In some cases, they recommend products from a single company.

The importance of financial advice.  Did you know you could be £47K better off after 10 years with Financial Advice?  Basically, customers who took financial advice saw a £31K uplift in their pension wealth.  Together with a £16K increase to other financial assets. Source: What it’s worth – revisiting the value of financial advice, November 2019