I have worked in financial services for over 25 years, working with individual clients, business owners/directors, city professionals, financial professionals, and Trustees. My main areas of expertise are investment planning, retirement planning (including defined benefit pensions), inheritance tax mitigation and advising clients in later life, including care fees planning.
I live in just outside Norwich with my husband, Crossley and our two children. I enjoy spending time with my family, walking in the Norfolk countryside with my three dogs and going to the gym.
Having worked for national and multi-national institutions, I started Anderson Wealth Planning in 2013 in order to provide high quality financial planning combined with market leading service. I am extremely proud of my team who make the delivery of our unique brand of ethics-based advice possible.
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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.