Tony Lesser
CBW's cashflow planning service-May11
Director of CBW Financial Planning, Antony (Tony) Lesser advises on personal and corporate financial planning strategies for successful and ambitious individuals.
Tony has been in the profession for 20 years, the last 12 of which have been spent in leading CBW Financial Planning. Prior to CBW he ran a successful Financial Planning subsidiary of a commercial insurance practice in London.
His approach is simple. He does what it takes to achieve his clients' goals. He is respected for his up-to-the-minute knowledge of the marketplace, his consultative approach and his professional discipline that ensures continuing excellent results.
Tony believes “Financial Planning puts clients needs first and helps them achieve their financial and lifestyle goals. Financial Planning is a comprehensive overview of your finances and your life goals. It considers the two areas as one and aligns your finances to meet your personal goals. Unlike Financial Advisers, Financial Planners do not focus on selling financial products.
Areas of expertise
- Building wealth
- Securing wealth
- Tax mitigation
- Bequest maximisation
