Tony has worked within the Financial Services industry for over 30 years, delivering independent advice since 1992 to a range of personal, corporate and trustee clients. He has acquired a great depth of knowledge; particular areas of expertise include:
- Pre and Post Retirement planning to individuals, company directors and the self employed
- Investment strategies to those seeking growth and/or income from their portfolios
- Estate Planning to those concerned about the impact of Inheritance Tax
- Income and Capital Gains Tax mitigation measures
A pragmatist, Tony enjoys communicating complex areas of financial planning in a straight forward, easy to understand way. Having held various employed roles within financial services, he established Locke Financial Ltd in order to deliver impartial bespoke financial planning solutions, that truly cater for client’s needs.
He is qualified to Diploma level and his next objective is to achieve Chartered Status.
Married with two teenage children, Tony lives near Ipswich and enjoys participating and watching most sports and – when not at work – spends time with his family often involving a sporting activity!
Tony can be contacted on 07955 660396 or by email
‘A great service, Tony makes you feel as though you’re his only client and that nothing is too much trouble!’
‘Prompt, efficient, effective, polite, thorough.’
‘Tony Locke has been our advisor for over 7 years he is liked and trusted by us, we feel safe in his guidance and advice.’
‘My wife and I both find Tony to be a very agreeable and helpful gentleman who often goes ‘the extra mile’ to be of service.’
‘Mr Tony Locke is a brilliant adviser. I’ve known him for several years and he has always given me a fair understanding of my requirements.’