Senior Partner Practice of St. James's Place Wealth Management
“I have worked with several financial advisers over the years and the service from Tony and his team at Anderson Financial Management has far surpassed all of my prior engagements. Tony provides clear, concise and tailored advice and is always proactive in anticipating future risks and opportunities. I can whole heartedly recommend Tony to anyone.”
Tony Allen, CEO, 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 matters to offer us carefully considered and detailed advice. He is patient and always seems happy to provide further explanations when needed. In our experience Tony has always displayed the highest level of openness, honesty and integrity and I would have no hesitation in recommending him to other clients.”
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.”
Partner in leading law firm
“In an area of work where trust and expertise are paramount, Tony Anderson is someone who inspires confidence and delivers. His track record is exemplary and I have recommended his services to friends and business partners who now feel the same way. First class service from a first class individual.”
Kelvin Cheatle, Director, HR Advisory Service at Capsticks LLP
“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
Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.
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.