London & Surrey
Toby has a prominent background in financial advice having been in the industry over seven years, featuring as one of Citywire’s top financial advisers under 35.
Toby enjoys getting to know his clients on a personal basis, and is therefore better able to help them meet their goals by fully understanding their objectives and applying his expert technical knowledge.
His responsibilities include all aspects of financial planning including cashflow planning, investment management, tax planning and protection.
An associate member of the Chartered Institute for Securities and Investment and a Diploma qualified member of the Chartered Insurance Institute, Toby joined Opal Financial Management in 2021. Valuing their use of technology and robust framework, he can ensure a high quality tailored service is received by all.
Opal Financial Management Ltd
11 Golden Square,
+44 (0)7733 190033
We take your Privacy Seriously. Personal information submitted to us with this form will be treated in accordance with the Data Protection Act 1998 and General Data Protection Regulations ‘GDPR’ 2016. By submitting this enquiry form you expressly consent to be contacted without prior notice or arrangement by using the contact details you have provided on the form. For further information on how we treat your personal information, please view our Privacy Notice.