Tony Morgan

Tony Morgan

Financial Planner
Assante Capital Management Ltd.

During his 22 years with Lloyd’s Banking Group, Tony advised a wide range of professionals including Queen’s Counsel, corporate CEOs and entrepreneurs.

Building strong client relationships is a passion of his, as evidenced by his Financial DNA of Relationship Builder.

Through his vast experience as a financial planning specialist in London, UK, Tony is able to bring a unique blend of sage wealth advice, highly personalized service, and an extensive knowledge of risk management to our private family office clients.