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.

They say things come in threes….lockdown (part 3) working practices for Active

5th January 2021

Following on from the Prime Minister’s announcement on Monday evening and due to the rise in the new more contagious variant of coronavirus, England is now in its third national…

Savings shake up another blow for ‘cash’ savers

15th December 2020

With Anthony Long, Chartered Financial Planner One of the largest savings organisations in the UK, NS&I has cut interest rates. A popular provider for cash based deposits, this is another…

Why using an independent financial adviser is more important than ever when searching for a mortgage

15th December 2020

You may have noticed in recent media reports that the housing market is booming; houses are selling quickly and interest rates are low.  However, it is a difficult time for…