He joined Saunderson House in 1989 as a trainee financial planner, was appointed a director of the firm in 1996 and Chief Executive Officer in January 2012. Tony is a member of the Saunderson House Board of Directors.
During his long career at Saunderson House, Tony has played a key role, along with his fellow Directors, in helping the firm develop and engender a culture of always putting clients’ needs first and building a business that provides advice rather than sells products.
He is a specialist in strategic financial planning, group life assurance and income protection insurance. Tony holds the Advanced Diploma in Financial Planning and is an Associate of the Chartered Insurance Institute, as well as being a Chartered Financial Planner. Tony is also a winner of CEO Awards 2017 – Finance Monthly.
He is married with two daughters, and when not working he enjoys spending time with his family and keeping fit and healthy.
My experience of dealing with Tony Overy and his team at Saunderson House is an extremely positive one. Tony is clear, upfront and communicative. He is business-like and professional yet also approachable and easy to deal with. Tony is focused on doing the best job possible for his clients and it shows in the way that he endlessly seeks to find ways to add value. He is first rate at developing the talent in his organisation and motivates his staff by setting a good example by leading from the front. I would add that Tony is a real gentleman to deal with and very calm at all times.