Business Details
19 Years
experience
Trusted Financial Advisers in Bristol
Established in 2007, we are a dedicated team committed to delivering exceptional financial advisory services. Our expertise spans wealth management, pension planning, and tailored financial strategies for both individuals and businesses. We prioritise long-term client relationships, underpinned by a philosophy of transparency and trust. Our team specialises in supporting entrepreneurs, directors, and charities, combining local insight with national regulatory compliance. With a focus on intergenerational wealth planning, we help clients protect and grow their assets while aligning with their personal and professional values. Our association with St. James's Place Wealth Management ensures access to robust investment solutions and industry-leading resources.
Services
Investment Management
Pension Planning
Tax Planning
Estate Planning
Business Financial Advice
Intergenerational Wealth Management
Charity Financial Planning
Risk Protection
Employee Benefits
Corporate Social Responsibility
Served areas
- Bristol, Bath, North Somerset, Gloucestershire, Wiltshire, South West, UK
Details
- Year established: 2007
- Employees: 6
Highlights and features
- Chartered
- Professional
- High standards of advice and integrity
- Financial advisor
- Wealth Management
- Personal Financial Planning
- Pensions
- Trust and Estate Planning
- Investments
Associations and 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)
What people say
Professional team
Peace of mind
Fantastic service
Tailored advice
Trustworthy guidance
Services
Investment Management
Our investment management service helps clients grow their assets through carefully curated portfolios aligned with their risk tolerance and financial goals. We offer access to St. James's Place Wealth Management's regulated investment solutions while maintaining a personalised approach to portfolio management. Regular reviews ensure your investments remain optimised for changing market conditions and personal circumstances.
Pension Planning
We specialise in comprehensive pension planning, helping clients navigate complex pension rules and tax regulations. Our service includes setting up new pension arrangements, consolidating existing pensions, and creating tax-efficient retirement strategies tailored to individual needs and life stages.
Estate Planning
Our estate planning service focuses on protecting your assets and ensuring their smooth transfer to future generations. We provide expert guidance on wills, trusts, and inheritance tax planning while considering both family needs and charitable aspirations.
Business Financial Advice
We support business owners with strategic financial planning, including corporate investment strategies, shareholder agreements, and key person protection. Our holistic approach considers both business needs and personal financial objectives of entrepreneurs and professional partners.
Intergenerational Wealth Management
This service addresses the unique needs of extended families, creating coordinated financial strategies that benefit multiple generations. We help families manage wealth preservation, educational funding, and legacy planning while maintaining tax efficiency and family harmony.
People
Tony Anderson
Director
With over 15 years' experience, Tony specialises in providing tailored financial advice to families and business owners. He focuses on creating long-term relationships and delivering comprehensive financial solutions.
Alena
Financial Adviser
Alena brings expertise in community-focused financial planning, particularly supporting small businesses and charitable initiatives through bespoke financial strategies.
Questions
What areas do you specialise in?
We specialise in personal and business financial planning, including pensions, investments, estate planning, and intergenerational wealth management.
How are your services tailored to individual needs?
We conduct thorough assessments of each client's circumstances before creating customised financial strategies aligned with their specific goals and risk profiles.
Are your investment products regulated?
Yes, our investment products are provided through St. James's Place Wealth Management, which is authorised and regulated by the Financial Conduct Authority.
Do you work with local businesses?
Yes, we actively support local entrepreneurs, professional partnerships, and charities with tailored financial solutions.
How often are financial plans reviewed?
We recommend regular reviews at least annually or when significant life changes occur to ensure continued alignment with your objectives.
What makes you different from other advisers?
Our holistic approach combines personal financial planning with business strategy, supported by our local community focus and long-term relationship ethos.
Reviews (3)
Consultant
Feb 12, 2019
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We 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.
Business Owner
Feb 12, 2019
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After 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.
Senior Business Manager
Feb 12, 2019
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Tony 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.