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Russell Tonks  FPFS

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Chartered Financial Planner

 

Russell entered the financial services industry in 2001 working at Liverpool Victoria, then at Lloyds TSB, where he became a Financial Adviser, HBOS and Nationwide. In 2013 Russell set up his own business as an Independent Financial Adviser and has since become a Chartered Financial Planner.

 

Russell comes highly recommended by his loyal following of clients across the local counties. His approach is to focus on seeing them as individuals and he spends time on understanding their personal and financial concerns. The service they receive is a client-centric solution on complex issues, building towards a long-term personal and business relationship.

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He is currently a Chairman of the Strategic Solutions Community Foundation - which is commited to supporting financial education, well-being and giving back to the communities where our customers and employees live, work and play.

 

Russell lives with his fiancée and three children and devotes most of his spare time to family activities. Though, he is a keen rugby enthusiast and holds a Level 2 England Rugby Coaching Award.

 

He is a member of the Personal Finance Society (PFS) and holds the following professional qualifications:

 

CII - Chartered Fellow Personal Finance Society

CII - Chartered Financial Planner

CII - Advanced Diploma in Financial Planning APFS

CII - Diploma in Financial Planning DipPFS

CII - Certificate in Discretionary Investment Management CertPFS (DM)

 

AF5 - Financial Planning Process

AF4 - Investment Planning

AF3 - Pension Planning

G10 - Taxation and Trusts

 

J04 - Pension Funding Options

J05 - Pension Income Options

J06 - Investment Principles, Markets and Environment

J10 - Discretionary Investment Management

J12 - Securities advice and dealing

 

R01 - Financial Services, Regulation and Ethics

R03 - Personal Taxation

R05 - Financial Protection

R08 - Pensions Update

 

CF6 - Certificate in Mortgage Advice

CF8 – Long term care insurance

 

Financial Planning Certificates 1, 2 and 3 (CII)

Certificate in Life & Pensions

 

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