Anthony Long

Anthony Long

FPFS

Chartered Financial Planner (Fellow)

Anthony Long is a chartered financial planner who works with both businesses and individuals to navigate complex decisions with clarity and trust. With a particular specialism for retirement planning and investment planning, Anthony combines technical excellence with a personable, practical style to ensure the advice clients receive is not just technically sound, but meaningful.

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 a 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”

Career Profile

Anthony joined Active Chartered Financial Planners in 2020 after working for another local firm as a financial planner for 7 years.

Middlesbrough born Anthony studied at 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.

Hobbies and Interests

Married and with two young children, Anthony is also a keen golfer.

Qualifications

  • Advanced Diploma in Financial Planning (RQF Level 6) with the Chartered Institute of Insurers (CII)
Anthony Long
Get in Touch

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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.

Our highly-coveted Chartered status means we work to standards matched by only a tiny proportion of financial planning firms.

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Chartered Status