Contact Russell today
Russell Tonks FPFS
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.
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