Anthony Flynn

Anthony Flynn

Senior Financial Planning Director
Cheltenham office

About me

Based in Cheltenham, I head up the Southern Financial Planning teams, and am responsible for delivering planning and structuring advice to new and existing clients - typically those with more complex affairs. I work closely with legal and tax professionals, linking investment management with financial planning, in order to provide integrated and comprehensive solutions.

When not working directly with clients, I like to spend time with the other Planners and Paraplanners in the region, supporting their development and perpetuating a team approach to delivering exceptional service and advice to clients.

Specialisation

Financial Planning for higher net worth individuals, with long term relationships.

Background/Experience

I have been advising for almost 20 years, following a few years in administrative roles. Before joining Investec in 2013, I headed-up the Cotswold branch of an International IFA firm.

Qualifications

I am a Fellow of the Personal Finance Society, and a Chartered Financial Planner.

My interests

I enjoy motor racing and all things car related. I live in Cheltenham with my partner, and we have a love for live music, good food, and travel. I also have a keen appreciation of sartorial matters.

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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