Anthony Bonar

DipPFS, Certs CII (MP & ER)

Financial Adviser

Anthony began his career in 1990 working mainly within the Banking Financial Planning Sector as a Senior Business Financial Planning Manager, his role covering all aspects of financial services.

Anthony feels that the key to providing suitable advice is developing strong personal client relationships whereby clients feel they are at the centre of it and most importantly their individual objectives are met as not all customers’ needs are the same.

Anthony joined Portfolio in September 2020 and  has joined Portfolio Wealth in order to strengthen his proposition and maintain a high level of ongoing service that is vital in today’s financial services industry Portfolio Wealth will continue to provide stability in an ever developing sector.

Anthony is a Welsh speaker, played local rugby in his younger days for many years, is an avid fan of Welsh rugby and often partakes in fitness challenges to raise funds for cancer charities.