Senior Partner Practice of St. James's Place Wealth Management
Tony Anderson - Chartered Financial Planner, Managing Director
Tony is a Director and the Founder of Anderson Financial Management Ltd. Having graduated from University in 1995, he held several senior financial planning roles in the banking profession. In April 2007, Tony accepted an invitation to join the prestigious St. James's Place Wealth Management
As well as being a Chartered Financial Planner, Tony is also a Fellow of the Personal Finance Society. He has over 20 years professional experience, gained through significant periods of volatility in the financial markets, as well as an increasingly high focus on regulation, has given Tony the depth of knowledge required to provide specialist advice in a number of areas. These include:
Pension planning, Investment planning, Inheritance Tax and Later Life planning to personal clients.
Pension planning, Investment planning and Employee Benefits packages to directors and the corporate market.
Tony is married to Jessica, with three children and enjoys holidays, sport and developing his appreciation of fine wine. Tony is also involved with his local rugby club, Old Bristolians, both coaching mini-rugby and playing for their Veterans team, when time and body allow!
Contact Tony Anderson - Chartered Financial Planner, Managing Director
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.