I live in Norwich with my partner and two children and I enjoy spending time with my family. My background has been in banking and independent financial advice since 1997, working with individual clients, business owners/directors, city professionals, financial professionals, and Trustees. My main areas of expertise are investment planning, retirement planning (pre and post), inheritance tax mitigation and advising clients in later life.
In March 2012, I had the privilege of being invited to join St. James's Place Wealth Management and I was delighted to accept this offer.
I have always worked on the basis to treat others in the way I expect to be treated myself. The move to St. James's Place has enabled me the freedom to afford clients the time and attention they deserve and to build trusted, long term relationships, whilst being able to provide the products and services of an award winning company. I have regular review meetings with my clients to ensure we adapt their financial plans to their changing circumstances. As Director of Anderson Wealth Planning Ltd, a Senior Partner Practice of St. James's Place Wealth Management, I have access to their distinct approach to investment management. This, combined with my knowledge, integrity and honesty, enables me to provide my clients with trusted, individually tailored advice.
In 2015, I became a Chartered Financial Planner and Fellow of the Personal Finance Society, which is evidence of my commitment to my clients and my profession. I am also a member of the Society of Later Life Advisers which is an endorsement of my skills and experience in working with, and understanding the needs of, older people and their families and carers. I pride myself on building trusted long term relationships with my clients to provide the wealth management needed to satisfy immediate and future needs.
My existing clients are willing to recommend me to their friends, colleagues, families and business associates which is very important to me, not only from a business point of view, but it is confirmation that I am providing my clients with high quality financial advice they can trust.