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
‘Tony Locke is a first class adviser and nothing is too much trouble for him to sort out. Very satisfied with his prompt services and advice.’
‘Following a close relationship with Tony over a number of years he understands our attitude to risk and investment and also our income needs. As a result, he is able to provide a useful performance evaluation that helps guide future action.’
‘I was pleased with the help Tony provided. He went ‘the extra mile’ to ensure we had a product that satisfied myself and the other trustees.’
‘Tony was very professional, he listened, understood and then advised in a very clear manner. Tony ensured I understood the relevance of the risks at every stage, before moving on through the process. Highly recommend.’
‘Tony Locke continues to give me a first class service in these very difficult financial times.’