Tony Anderson

I grew up in the North East and aged eighteen packed my bags and headed for university at the other end of the country in Winchester. I graduated in 1995 and started work in the banking industry and held several senior financial planning roles. In April 2007, I took the decision to start up my own business, with the help of St. James's Place and the rest, as they say, is history.

About

As well as being a Chartered Financial Planner, I’m a Fellow of the Personal Finance Society. Over the last 25 years, I’ve worked through significant periods of volatility in the financial markets, as well as seeing an increasingly high focus on regulation. I have worked with so many different clients over the years which has given me a real depth of knowledge.

I have a firm belief that it is up to each and every one of us to support our local communities and causes, and have always wanted to make sure that Anderson Financial Management’s success benefits not just its staff but also causes that are important to us. I am energised by the entrepreneurial spirit of the South West and love working alongside entrepreneurs to develop new and growing businesses.

In 2005, Jess and I got married and our three children now keep us on our toes. I’m heavily involved with my local rugby club, Old Bristolians, I love holidays, sport and developing my appreciation of fine wine.

Testimonials

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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
*The writing of a Will or Powers of Attorney involves the referral to a service that is separate and distinct from those offered by St. James's Place. Wills and Powers of Attorney are not regulated by the Financial Conduct Authority.

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Anderson Financial Management Ltd is registered in England and Wales, Number 7990416. Registered Office: Saville Court, 10-11 Saville Place, Bristol, BS8 4EJ.