Tony Wellby, Chartered Financial Planner

I co-founded Heronsgate Capital after 25 years in the industry. Most recently I was in a client-facing role with managerial responsibilities where I advised clients and developed the business advisers. As Board Director, I followed my interest in technology to progress the firm’s innovation.

I started my career at a bank before moving into my specialism as a financial adviser. After a stint in China, I came back to the UK where I’ve remained ever since.

I enjoy understanding clients plans, motivations and aspirations – adding challenge where necessary to ensure clients achieve their core objectives.

I am a Chartered Financial Planner, with a BSc (Hons) degree in Economics, Maths, Statistics and Computing.