Tony Morris is the Director. Tony has over 40 years experience in the financial services industry. For the last 5 years he has specialised in the Mortgage and General Insurance markets and for the last 2 years was Director of Compliance, holding a CF1 Approved Person role, for a major mortgage distributor.

Tony has held senior management positions with:

- A FTSE 100 Financial Services Company, where his management roles included:

• Complaint Handling
• Sales Reviews
• Compliance “Best Practice” project management

- An established IFA
- A National Friendly Society
- Major Mortgage Distributor, where his management roles included:

• Compliance
• HR
• Anti-Money Laundering
• Data Protection
• TCF implementation

Tony has attained the following Professional Qualifications:

- Associate of the Chartered Insurance Institute (ACII) – Chartered Insurance Practitioner
- Certificate in Lifetime Mortgages (CeLTM)
- Certificate in Mortgage Advice & Practice (CeMAP)
- Financial Planning Certificate

Tony is a member of the following professional bodies:

- Society of Mortgage Professionals – Cert CII (MP)
- The Compliance Institute