Tony Sandher

DipPFS · PETR · CeMAP · CeRER
Financial Planning → AI → Digital Wealth Innovation

Bridging the gap between regulated advice and modern product architecture. I combine 10+ years of financial planning expertise with AI capability to build the next generation of wealthtech infrastructure.

LinkedIn ↗ Email Me
:: 01 / Pipeline & Builds

AthleteCover

MVP
Problem
Fragmented athlete insurance sourcing.
Insight
Athletes want simplicity; brokers want qualified leads.
Build
Referral-routing MVP.
View Project →

CPD Navigator

WAITLIST
Problem
CPD content is scattered and noisy.
Insight
Professionals need high-signal efficiency.
Build
Aggregation feed + AI summaries.
View Project →

Finance Tools

MVP
Problem
Calculators are outdated and opaque.
Insight
Users trust transparency over black boxes.
Build
Tax & Pension Scenario Engine.
View Project →
:: 02 / Core Capabilities
Workflow Design Architecting efficient, compliant advice journeys.
Suitability Logic Building defensible, auditable advice algorithms.
AI-Assisted Planning Leveraging LLMs for data extraction & reporting.
Product Translation Converting "adviser-speak" into engineering specs.
Cashflow Modelling Designing robust calculation engines and visualizers.
Digital Onboarding Removing friction from client data capture and KYC.
:: 03 / Focus & Background

Transitioning deep domain expertise into high-velocity product environments. My focus is on Product Strategy, Advisor-Tech, and AI-Enabled Planning Systems.

10+ Years Regulated Experience • Oxford AI Programme

:: 04 / Connect

Open to Product Strategy & Modern Wealth Roles

LinkedIn ↗ tony@tonysandher.com

© 2025 Tony Sandher