Tony Stevens

Tony Stevens

Financial Adviser - DipPFS, Cert SMP, Cert CII (MA & ER), Cert CII (DM), Cert CII (Life & Pensions)
Phone:07877 378 514


Tony has worked in Financial Services for over 20 years, leaving college to work for Nationwide at 18.

Tony has “worked his way up” in a wide array of roles, including building one of the largest technical support business in the country supporting over 800 financial advisers, before selling it and coming to join us at SFL Wealth Management.

Tony is a self-confessed “Money Geek”, and is well known in the industry as a technical expert, regularly writing for industry & other publications, and judging national contests.

Tony leads our technical team, as well as being a highly qualified and experienced Financial Adviser in his own right.


Certificate in Life and Pensions, Award in Long Term Care Insurance, Certificate in Financial Planning (CF1-5), Certificate in Mortgage Advice, Certificate in Advanced Mortgage Advice, Certificate in Equity Release, Certificate in Discretionary Fund Management, Diploma in Financial Planning, and is a member of the Society of Mortgage Professionals, a member of the Equity Release Council and a Member of the Personal Finance Society.