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Tony McMenamin

Tony has been working in the finance industry since 1995.  He has a wide range of experience rarely gained by most advisers within the industry having worked for a Fund Management company, a Life and Pensions Provider and an Investment Platform.  In addition to this, while working towards gaining his financial advice qualifications Tony worked as an administrator and paraplanner.  This breadth of experience has given Tony rare insight into each type of company enabling him to ensure that each client will be paired with the most appropriate solution based upon their personal and financial goals. Tony joined Serenity in mid-2017 after completing the Kinder Institute’s EVOKE Lifeplanning course.  Completion of this course was the inspiration for Tony to put his own Lifeplan into action, which at the fore was to help other people understand the need to get the right balance between work and their personal and family life, which for many people may only require small changes to give priceless rewards to both their own and their immediate family’s quality of life. Tony is a strong advocate of lifetime financial forecasting as he believes it not only makes certain complex situations easy to understand for his clients, but that it enables ‘What if’ scenarios to be analysed and discussed with greater clarity such as:

  • ‘What if I stopped working next year?’ or
  • ‘Can I afford to gift money to my children now to reduce the potential inheritance tax on my estate?’

Tony places great emphasis on establishing long term relationships with his clients, and will, where appropriate, take into account the financial situation of parents and children/grandchildren.  This will help to ensure the most appropriate intergenerational planning is carried out so that the money inherited by future generations is distributed appropriately to family members in the most tax efficient way possible. Tony’s qualifications include:

  • BEng Hons in Civil Engineering
  • Full Financial Planning (FPC) 1,2 & 3
  • G10 – Advanced Financial Planning in Taxation and Trusts
  • G20 – Advanced Financial Planning in Personal Financial Planning
  • G70 – Advanced Financial Planning Certificate in Investment Planning
  • K20 – Pension Investment Options
  • SV1 – Savings and Investments
  • Mortgage Advice Qualification
  • R03 – Personal Taxation
  • Diploma in Financial Planning
  • ER1 Equity Release
  • CF8 Long term Care

Tony is continuing to work towards Chartered Status

tony1

102 Station Road
Burley In Wharfedale
Ilkley
LS29 7NS

tony@serenityfp.com

+44 (0)208 440 4788

+44 (0)7484 881 465

@Tony_McMenamin

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tony.mcmenamin

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