Meet the team
L’Toni is a diploma-qualified Trainee Financial Planner working towards Chartered Status.
L’Toni joined RPG Chartered Financial Planners immediately following her A-Levels but has continued her academic studies; obtaining the Diploma in Financial Planning from the PFS in June 2019.
She was shortlisted for the prestigious “Women in Finance – Rising Star” award in 2019, a pleasing recognition of her commitment to the industry.
L’Toni works closely with Chartered Financial Planner Phillip Owen; attending client meeting, dealing with queries, researching and preparing recommendations and reviews.
L’Toni is a proud Welsh speaker.
When not in work, she enjoys horse riding, country walks and holidays with her family.