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Wealth Management Team

Tony Flanagan, Managing Partner
Tony is the Managing Partner and Founder of Wilton. He is a qualified member of the Institute of Chartered Secretaries and Administrators and holds further qualifications in Business Administration and Business Marketing. He has over 25 years of experience in the profession. Tony’s expertise includes taxation, trustee services and corporate finance. He is well known for the quality of service he provides.


 

james2James Robson, Wealth Management
James is the Head of Wealth Management at Wilton.  He oversees the Financial planning, Investment management, Insurance and Lending affairs of the groups clients.  He is a Chartered Financial Planner and Fellow of the Personal Finance Society and works with individuals, families, charity’s and trusts to manage their wealth.

 



Daniel Chopping, Secured Lending

Daniel manages the Secured Lending opportunities offered by Wilton. To date, he has completed numerous deals, helping clients to invest into Wilton’s safe yet lucrative bridging finance offering. Daniel has established a reputation for fast and effective solutions in an area which requires the utmost precision and diligence.