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 joined Anderson Wealth Planning in 2018 having previously worked with an IFA Practice in Norwich.
I joined Anderson Wealth Planning because it allows me to provide the best of both Wealth Planning and Investment Management. I believe that St. James's Place has the expertise and capability to the best investment opportunities and having their expertise at my disposal enables me to apply a new quality and depth of thinking to my work.
I take great pride in the individually tailored financial advice I provide to help my clients achieve, grow and protect their personal wealth.
I am currently working towards becoming a Chartered Financial Planner which is evidence of my commitment to earning the trust of individuals and businesses in need of a competent adviser.
Outside of work, I enjoy visiting family and friends back in my home country Switzerland and exploring the English countryside with my partner Luke.
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 will often be the first point of contact at Anderson Wealth Planning Limited.
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 am an experienced paraplanner who joined Anderson Wealth Planning in March 2018. I have worked in the Financial Services industry for over 25 years working at Aviva and a local IFA firm.
I enjoy working as part of the team at Anderson Wealth Planning where the client really does comes first. As well as preparing client reports, I arrange client reviews and work closely with external and 3rd party providers.
Outside of work I enjoy going to the gym, creative writing and home baking (which my colleagues also enjoy!).