Anderson Financial Management Ltd

Financial Services in Bristol, South West England
Financial Services in Bristol, South West England Anderson Financial Management Ltd is a chartered financial planning firm based in Bristol.

We specialise in providing bespoke financial planning and wealth management services to individuals, businesses, families, trusts and charities. We believe passionately that the cornerstone to building long-term client relationships is through consistent face-to-face advice and a transparent, thorough approach. We place a strong emphasis on making complex decisions easy for our clients.

We understand that each of our clients is unique and requires a distinct, tailored plan. That is why we work closely with our clients to gain a complete understanding of their existing financial situation, helping them to achieve their financial objectives, making the difference between a prosperous future and the disappointment of unrealised potential. Putting our clients firmly at the centre of everything we do is core to our culture, and enables us to deliver a genuinely client-focused service.

We are proud to have received the prestigious Chartered firm title. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UKs leading firms who are wholly committed to providing you with the best possible advice, service and support.
Areas Served
  • Bristol, Bath, North Somerset, Gloucestershire, Wiltshire, South West, UK
Business Details
  • Serving residential, commercial and industrial clients
  • Year established: 2007
  • Number of employees: 6
Highlights & Specialties
  • Chartered
  • Professional
  • High standards of advice and integrity
  • Financial advisor
  • Wealth Management
  • Personal Financial Planning
  • Pensions
  • Trust and Estate Planning
  • Investments
Professional Associations & Certifications
  • Fellow of The Personal Finance Society
  • Chartered Financial Planner of Chartered Insurance Institute (CII)
  • Anderson Financial Management, as a business, has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII)
Social Profiles

Contact Details

Address
Saville Court, 10-11 Saville Place, Clifton, Bristol
Bristol, South West England
BS84EJ
Phone
Driving Directions

Products & Services

Services
read morePlanning for the tax year-end
Investment Planning
Retirement Planning
Protecting You & Your Estate
Corporate Services
Banking & Mortgages
Will Writing

Philanthropy and charitable giving

Testimonials

Senior Business Manager
Bristol
read moreTony is very approachable, listens well and interprets our needs to deliver recommendations in a clear and detailed way. He is very responsive to our needs and goes the extra mile to give a genuine, personal and friendly service. We would recommend Tony without hesitation.

Business Owner
Cheltenham
read moreAfter 10 years of first class service, advice and performance I am confident in saying that it is the best financial decision I have made. The service from the team at Anderson Financial Management is always friendly but totally professional. I have recommended Tony and the team at Anderson Financial Management to a number of close friends, and will do so again without hesitation in the future.

Consultant
Bristol
read moreWe have been immensely impressed with the service provided by Tony and his team. His advice has helped ensure that our future needs will be met through sound financial planning.

Key People

Tony Anderson
Managing Director And Chartered Financial Planner Bristol
read moreTony is a Director and the Founder of Anderson Financial Management Ltd.
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.

Becky Keep
Client Services Team Leader Bristol
read moreBecky manages the Practice diary to ensure we have regular contact with our clients through our review system. Becky can help you with arranging a meeting, valuations and directing any queries you may have to the appropriate adviser. Becky ensures that all correspondence is dealt with in a timely manner, professionally liaises with our clients and existing providers, collates information to present to our clients and keeps the office running efficiently.

Beckys focus is firmly on our clients needs and her friendly approachable manner makes her well placed to be the first point of contact in the office ensuring that all our clients are given the best service.

Becky is currently studying for The Chartered Insurance Institute personal finance qualification.

Gallery

Hours of Operation
Monday09:00 AM÷05:00 PM
Tuesday09:00 AM÷05:00 PM
Wednesday09:00 AM÷05:00 PM
Thursday09:00 AM÷05:00 PM
Friday09:00 AM÷05:00 PM
SaturdayClosed
SundayClosed
  • Get free estimates
  • No obligation, no pressure
  • Save time and money
Get Free Quotes