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Tony Padgett
Tony Padgett
About
Tony is a Senior Financial Adviser at The Private Office located in Leeds but also covering areas such as Manchester, Birmingham and Sheffield. As an experienced Chartered Financial Planner, he adopts a friendly and proactive approach, clearly articulating the benefits and value of financial planning by keeping it interesting, informative and personalised to the client’s specific requirements.
Tony takes time to truly understand a client’s background, what is important to them, where they are in life and where they want to be. This forms the strong foundations to create a clear, bespoke, and realistic financial planning strategy to help achieve his clients' goals both now and in the future. He finds it particularly rewarding to be able to explain complex financial issues to clients in a way that they can relate to and understand in order to empower them to make informed and confident decisions surrounding their wealth throughout their lives.
Tony specialises in providing advice on pensions, investments, protection, and inheritance planning for a broad range of clients. He joined TPO in January 2014 following a successful early career at other independent financial planning firms and has over ten years’ experience in financial services. He has strong technical knowledge from his previous experience working as a Paraplanner which gives a solid foundation to the advice he provides.
In addition to being a Chartered Financial Planner, he holds qualifications in Pension Transfer Advice and a Certificate in Life & Pensions. He has a degree in Finance and Investment from Sheffield Hallam University.
When he is not advising clients, Tony likes to keep active and can be found running, rock climbing, playing golf, or road biking.
Areas Of Expertise
- Finance and Investments
- Pensions
- Inheritance planning
Qualifications
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Certificate in Life & Pensions
- Diploma in Financial Planning
- Certificate in Pension Transfer Advice
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Tony works from our office in Leeds and has clients in areas such as:
Tony Padgett locations
Tony Padgett map
- Lancaster
- Wakefield
- Knaresborough
- Malton
- Doncaster
- Harrogate
- Liverpool
- Wigan
- Ripon
- Bridlington
- Stockton on Tees
- St Neots
At a glance
- Chartered Financial Planner
- Over 10 years' experience in Financial Planning
- Prior experience at independent financial planning firms
Tony has been a solid and reliable Advisor and really gives the impression he cares for you and your financial planning.
May 2024
Tony has proved a friendly face and trusted advisor especially now as I get older. His advice is always clear, i.e. in layman's terms, and to the point. He understands my objectives, circumstances and outlook.
March 2024
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Tony's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Tony is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.