He joined Saunderson House in 1989 as a trainee financial planner, where he built extensive experience in successfully helping individuals manage their wealth, and was appointed a Director of the company in 1996. In January 2012, he became the Chief Executive Officer and is a member of the Saunderson House Board of Directors.
During his long career at Saunderson House, Tony has played a key role in cultivating a culture of always putting our clients’ interests and goals at the heart of everything we do, and building a business that maintains strong client-advisor relationships – providing personal advice rather than selling products. Tony holds responsibility for setting the firm’s strategic direction, championing our conduct agenda and instilling the firm’s core values. He also plays a fundamental part in continuing to develop the company’s corporate social responsibility and staff engagement programmes.
Tony holds the Advanced Diploma in Financial Planning and is an Associate of the Chartered Insurance Institute and is a Chartered Financial Planner. In 2017, he was a winner in the Finance Monthly CEO Awards and has led Saunderson House in its recognition through numerous awards in recent years including the Best Wealth Management Adviser in the 2017 Money Marketing Awards.
Outside work, Tony enjoys spending time with his wife and two teenage daughters, practising his drumming skills as part of the Saunderson House Band, 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.