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Tony Shepherd

Partner | Javea

Tony has a wealth of experience in financial services in the UK and overseas, including positions at Fisher Investments, Santander and HSBC. As well as holding the CII Diploma in Regulated Financial Planning, Tony is a member of the Chartered Insurance Institute (CII), the Chartered Institute for Securities & Investment (CISI) and the London Institute of Banking & Finance (LIBF).

Tony specialises in helping high net worth British expatriates optimise the tax advantages available to them in both Spain and the UK. Based in the Javea office, he also focuses on cross-border estate planning, including advising heirs and beneficiaries to ensure a smooth and seamless transition of assets.

By focusing on the overall financial picture for his clients, Tony ensures that areas such as tax-efficient investing and pension fund optimisation are fully considered. Along with the Javea team, he is backed by an extensive team of in-house tax, pension and trust specialists based in the Blevins Franks London and Malta offices.

Originally from the north west of England, Tony lives in Javea with his wife and young son. Outside of work, his passions include music production, travelling with his family and spending time on the links.

Tony is registered with the Financial Conduct Authority (FCA) in the UK and is a Member of the Chartered Insurance Institute (CII), the London Institute of Banking and Finance (LIBF) and the Chartered Institute for Securities and Investments (CISI).

FCA registration | CII register | LIBF register | CISI register

 

Office/s:  Javea