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Tony Overy

Tony began his career in financial services in 1984 working for Commercial Union and Barclays where he specialised in pension plan administration.

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.

 

Executive Assistant

Mandy Sohal