Tony Granger
Certified and Chartered Financial Planner @Mentor Financial Services Limited
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WORK HISTORY
Certified and Chartered Financial Planner @Mentor Financial Services Limited
Holistic (not authorised) wealth manager and Certified and Chartered financial planner (dual South Africa and United Kingdom) with expertise in school fees funding, employee benefits, inheritance tax, care fees funding, corporate structuring and business protection, pensions, life assurance, annuities and retirement planning, investments and trusts. Author of 18 books on financial planning including\'Inheritance Tax Simplified\',Pensions Simplified\', Tax efficient Investments Simplified\',\'School and University Fees Simplified\', Succession Planning Simplified\', Business Protection Simplified\', Bereavement Guide, and others. Fee based financial planner. Specialist in small businesses and owner managed businesses. Works with solicitors in developing Policy Statements and Guidelines for Trusts, and Independent Trustee Review Service and compliance. Panel member CISI Advanced Financial Planning examinations. President Insurance Institute of Shropshire and Mid Wales; Examinations moderator CISI in advanced financial planning.
EDUCATION
CII & CISI
Chartered and Certified Financial Planning, Financial Planning - Personal and Corporate; Insurance, Risk Assessment
Rhodes University
BA (Law & Econ); LL.B, Law and Economics
Sinoia High
M Levels
UNISA
Bachelor of Commerce (B.Com.), Economics and Commerce/account
SKILLS
ABOUT TONY GRANGER
Professor Anthony GrangerBA, B.Com, LLB, ACII, CeMap, Dip PFS, CIP CFPCM CFP Chartered MCSI, FRSATony Granger is a business consultant and corporate adviser with a proven experience in consumer education with his many books on finance and financial planning. He prefers a practical approach, and with his background in law, accounts and economics, has trained thousands of IFAs, Accountants and Solicitors in all aspects of financial services - having formed the first Financial Services Training company in the UK. He continues with his lecture programme today, and is visiting Professor at London Guildhall Metropolitan University Business and Law School and Rhodes University Business School in South Africa.He specialises in entrepreneurship and growth and development. A market innovator, he initiated the first Annuity Bureau as an open market option clearing house for pensions; the first HMRC EIS approved fund; the concept of Corporate Benefit Audits in corporate financial planning; the first Independent Trustee Review and compliance service and may others. He is currently launching a major new employee benefit - the Employer Subsidised Mortgage, a tool to attract and retain key staff in businesses.He is a recipient of the SA Business Club\'s (Chamber of Commerce) Lifetime Achievement Award for services to businesses and the people in them. A Graduate of Rhodes University (South Africa), he is a former UK Alumni Trustee and winner of the Distinguished Old Rhodian Award; a former President of the Financial Planning Institute (FPI) of South Africa, and former President of the Chartered Insurance Institute\'s Shropshire and Mid Wales Division. An admitted advocate (non practising), he works closely with legal and accountancy firms in new business development and raising finance for them and their clients. He is an FRSA and holds degrees in law, commerce, and economics. Tony is a member of the Worshipful Company of International Bankers (WCIB) and a Freeman of the City of London. He is a former Chairman of Sulnox Group PLC whose products reduces harmful emissions from diesel and other fuels, whilst creating fuel and maintenance savings. Hei s now Chairman of Eliminox Limited, a distributor for Sulnox Group plc.
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