I am married with three children and live in North Somerset. I would like to think of myself and my Practice as friends to the vast majority of our clients and their families. Having taken over Colin's Practice in June 2019, there is a lot to do, because the advice world has changed beyond recognition, from a model based on transactions and products, to a Financial life based relationship.
Why should you choose us?, Well I could tell you that we have more than 50 years combined advice experience and believe we can add real value to our clients and their families, but my view is that every decent planner/adviser can say this, and that's not what you really want to hear.
I believe that you want to know that we put you first, that you can trust us, and that you want to know that we will get along with each other, because these are all questions I would want to know if I were looking for a Financial Planner!
Sadly we can't determine how the markets will perform from one day to the next, no-one can, but what we can do is make sure our approach is robust, compliant and ensures you are invested in-line with your attitude to risk and capacity for loss.
We can devise a mutual plan that we can discuss on an ongoing basis to make sure we remain on track to help meet yours and your families Financial Planning goals!
All I can suggest is to get in touch, hopefully we will get along ok, but if not I may be able to refer you to someone else whom I believe may be better able to support you.
I currently support the business on a part-time basis with general filing and administrative duties. When I'm not working I am running around after three children, two dogs and three newly acquired Silky chickens.
Tony Pullen DipFA LIBF
Senior Financial Adviser
Educated at Clifton College, Bristol and trained as a Chartered Accountant, I worked at a senior level in local companies during the 1970s.
I started my career as a Financial Adviser in 1981. I am diploma qualified and a Member of the Institute of Financial Services.
With almost forty years of experience I specialise in giving investment and Inheritance Tax planning advice to high-net-worth clients.
I am a proud grandparent, am actively involved in local charities, and enjoy gardening at weekends.
MA PGCE CeFAP
Practice Office Manager
After my post-graduate research in Communications at the University of Leicester, I have previously worked in sales, marketing and senior customer service roles.
I moved to (fabulous) Bristol in 2000 to live with my husband and his 2 children. Having worked for Colin Locke & Company since autumn 2008, I subsequently gained a professional qualification in financial administration and para-planning during 2013.
Being a digital photographer and keen computer user I maintain a website of my own images. I greatly enjoy reading, watching films and listening to live and recorded music. I am an animal lover, currently with one dog at home. We love travelling abroad and throughout our own beautiful isles..