I live in Norwich with my husband, Crossley and our two children. 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, including care fees planning.
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 and founded Anderson Wealth Planning Limited.
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 individually tailored financial 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, their families and carers. I pride myself on building trusted long term relationships with my clients to provide the wealth management needed to satisfy both 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.
I have been involved in financial services for over 25 years during which I have held many senior roles in the industry including National Sales Manager with Norwich Union. I have an extensive knowledge of all areas of financial planning but specialise in the area of investment planning and pension planning, taxation and trusts*.
I joined Anderson Wealth Planning in 2013, having previously worked in the Financial Services Industry for 35 years, with a major insurance company and a local IFA Practice.
I deal with the day to day running of the Practice to ensure we deliver a high level of client service.
I enjoy the close relationship we have with our clients and that we can give each and every one the time and attention, they deserve. We are a small, close team who pride ourselves on providing an exceptional level of client service and care.
Outside of work I enjoy bowling and reading.
I have enjoyed a varied career which has included supporting a year-long project for Save the Children and customer facing roles in the NHS and the financial sector. I have worked in financial services since 2002 and have a wealth of experience in all areas of financial administration. With client servicing at the heart of our business, I am responsible for ensuring all our clients receive the high level of service they expect and deserve.