Experienced, knowledgeable
and incredibly resourceful.
Tony Clark is a Chartered Financial Planner. He has worked in Financial Services since 1987 and joined Attivo in 2022.
Tony is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII) and an associate member of the Society of Later Life Advisers.
In 2025, he obtained his SOLLA accreditation, the Gold Standard in advising clients at the most crucial time of their later life.
Technical Excellence
All Financial Planners require a Diploma in Financial Planning to provide advice. Tony holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Tony holds the following Advanced Financial Planning Papers:
Financial planning: Tony builds long-term strategies that align goals, resources, and lifestyle priorities.
Pension planning: He designs retirement solutions that balance security, flexibility, and tax efficiency.
Taxation and trusts: He structures wealth to protect assets, reduce tax exposure, and support succession
Investment planning and Business financial planning: He develops portfolios that match objectives, risk tolerance, and time horizons
He recently raised £2,500 for The Brain Tumour Charity completing a 100 km hike, which began at 7:30 am in the heart of the Lakes, Kendall and ended there at 5:40 am the following morning. Tony walked alone for most of the challenge, at times battling wind and rain as well as the 2,500m climb, and at times, he doubted he would make it to the finish line.
Tony chose The Brain Tumour Charity after his son, Connor, was diagnosed with a brain tumour in 2023. He says, “We were lucky regarding the nature of Con’s tumour, and he’s now fully recovered. But I heard about far more tragic stories of childhood and adolescent tumours. There is a lack of funding in the area, and I wanted to support the charity in the great work it does.”
Tony has a passion for running, often taking on the challenge of a couple of marathons a week.
