Testimonials

Read some of the feedback received from clients.
I am pretty much illiterate about the complexities of the financial market and investments but Tony, supported by his team, patiently guided me through the various options open to me so I was able to both understand and differentiate between them and make an informed decision. When you are taking ad...
Private Client
We’d like to thank Alena for the work she put into designing & delivering the B00ST Community small business workshop programme at The Wellspring Settlement. We really appreciate the time she took to understand the needs of our local community & valued her expertise & supportive, helpful approach.  ...
The Wellspring Settlement | Bristol
I trust Anderson with all my pension business. They are a professional team led by Tony Anderson. Regular reviews and always keen to help. Their advice has been invaluable in these uncertain times.
Roger Brown | Previous Sales Manager, Portishead
I was lucky enough to be given the contact details for Andersons (part of St. James's Place) by a friend who had found them invaluable. I wasn’t particularly hopeful as I had tried a few financial advisers and failed to find the combination of financial acumen and interpersonal ‘soft’ skills th...
Sheila

Past performance is not indicative of future performance. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

I have been a client with Alena, Tony and the team here for over 3 years.  Their service is truly fantastic, they are professional, knowledgeable and friendly.  They make the process of talking about finances, the future and my plans so straightforward and easy.  Regular meetings and updates, always...
Sam Notley
I was looking for new investment management in 2019 and Tony and the the Andersons Financial Management team were recommended to me by one of their clients. I did a 6 month long thorough due diligence between them and another company and decided in Jan 2020 to take my investments to Tony and hi...
Julie Reed | South Gloucestershire
Past performance is not indicative of future performance.  The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise.  You may get back less than the amount invested.

It gives me peace of mind to know my financial interests are in the hands of someone I can trust

Dr Alan Edwards | Bristol

Tony has advised us over the last ten years on pensions, wills*, investment vehicles and life insurance. He provides a highly personalised service that has been tailored over time to meet the changing needs of our family.

Sally Brock | Procurement Manager, Olney

Without having the time to understand the financial markets and changes to pension rules, it gives great peace of mind to know my financial interests are in the hands of someone I can trust.

Michael Sexton | Software Deployment, Farnham

I am delighted to recommend Tony Anderson who has been my family’s financial adviser for the past 7 years. Tony spends time to gain an understanding of our family’s aims and aspirations to provide a friendly professional service. He skilfully applies his considerable knowledge on financial matter...

Doron Boone | GP (Retired), Bristol

Tony is helpful, approachable and trustworthy. He explains complex pension and tax provisions in a logical and easy to understand way. His advice makes sense and is tailored to our family situation. I would be happy to recommend him.

Anonymous | Partner in leading law firm
Our association with Anderson Financial Management goes back nearly 5 years where KHFT first engaged AFM to provide financial advice to staff. It is now a key part of our four pillar health and wellbeing strategy. Staff at both ends of the income spectrum find AFM invaluable-their advice is speedy, ...
Kelvin Cheatle, Director of Workforce, Kingston Hospital Foundation Trust

In a world where so many are trying to sell simply for short term gains it is great to work with someone who really does want to build beneficial long term relationships.

Michael Pain | Director, Amber Business