Anthony Long

FPFS

Chartered Financial Planner

Anthony Long

Career Profile

Anthony joined Active in the summer of 2020 after working for another local firm as a financial planner for 7 years.

Middlesbrough born Anthony attended Teesside university and returned to the area in 2008 after working in Leeds.  He then worked at HSBC in various banking roles before qualifying as a financial planner.

Anthony became a Chartered Fellow of the Personal Finance Society (PFS) in 2018.  Fellowship is the highest level of qualification awarded by the PFS and takes hard work and commitment to achieve.

Married with a young child, Anthony is a keen golfer.

Key Services

As a Chartered Financial Planner, Anthony has an extremely high level of knowledge across all areas of financial planning, working with both private clients and businesses.

Anthony has particular specialism in advising on pensions, investments & insurance for both personal & business clients.

“Regularly reviewing clients’ changing circumstances and the wider markets ensures the client remains up to date & fully understands their finances”

Qualifications

– Fellow Personal Finance Society (2018)

– Mortgage (2011)

– Equity Release (2016)

– Long Term Care (2015)

– Discretionary investment management (2013)

Get in Touch

If you would like to find out more about how we can help you, please give us a call or drop us an email.

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Active Spirit

“Having been a client of Active for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I have no problem recommending him to other people.

Retirement issues remain top of clients’ concerns

14th May 2024

It’s important for us to keep in regular contact with our clients, and in April we surveyed a group of 1085 (clients) for their thoughts on the year ahead. The…

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With people living longer and the cost of living is increasing, what does this mean for our retirement? According to a recent Scottish Widows survey, two-thirds of women are concerned…

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8th April 2024

Recently we have seen an increase in the number of clients who are suddenly paying additional tax on their wage increase, or on their bonus at work – so why…