Tony Rossi
FCA, DipPFS
Your financial future, my priority.
I’m a qualified Financial Adviser and a Chartered Accountant (no longer practicing) with over 20 years’ experience in finance and business. I help individuals, families and business owners navigate life’s key financial decisions with confidence, clarity and peace of mind.
About
Having worked for leading investment businesses including Aviva Investors and Brookfield Asset Management, I bring a wealth of technical knowledge and strategic insight to your financial planning. My approach is personal, holistic, and proactive - combining detailed fact-finding, portfolio analysis and cashflow modelling to give you a clear view of your financial future.
Whether you’re planning for retirement, investing for the future, protecting your family, or managing an inheritance, I use visual tools to help you understand the long-term impact of your decisions - and stay in control of your financial journey.
If you’re looking for a trusted professional to build your financial plan, do get in touch.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
