Tony has been in the Financial Services Industry for in excess of 25 years. He joined St. James's Place 12 years ago and prior to this he was an Independent Financial Adviser (IFA).
Tony prides himself on providing a tailor-made financial services programme for both individual and corporate clients. He assists clients with the arrangement of their financial affairs and to help them realise their financial goals.
Tony was previously the Principal of Tony Sokan Wealth Management and is now a Senior Financial Adviser at SWFS Ltd.
He is a Life Member of the Million Dollar Round Table, an elite group comprising of the top Financial Advisers in the world.
Outside of work, Tony’s interests include golf, socialising and charitable giving.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.