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Tony Shah - Harpsden
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Meet the team
Advisory & Operations

Tony Shah

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Tony Shah

International Financial Planner

Tony has worked in the financial services industry for over 40 years and held a number of senior positions with a leading UK-based international adviser and wealth management firm, advising UK and expatriate private clients and trustees.

Throughout his career, Tony has advocated that meeting clients’ lifestyle needs is one of the key elements to successful financial planning and passionately believes that advice should: simplify complex arrangements in plain language; be one element of building a long-term relationship; and be flexible to adapt to changes in circumstances.

Tony is a member of the Personal Finance Society by Diploma and has extensive knowledge on investment, tax mitigation, inheritance and succession planning. He also specialises in the international market and is frequently quoted in the press, as well as being a member of International Adviser’s Intermediary Panel and a Judge for the publication’s annual awards.

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