Anderson Wealth Planning

About Us

Anderson Wealth Planning Ltd was established in 2012 by Claire Anderson and is a Senior Partner Practice of St. James's Place. We are a team of experienced and skilled financial planners dedicated to providing bespoke face-to-face advice to individuals, businesses, and trustees in all areas of financial planning.

Our business is built around our core principles of trust, integrity, and a commitment to providing professional and expert financial advice alongside exceptional customer service. We believe in building close relationships with our clients in order to offer tailored solutions to meet their needs and aspirations.

Our Services

We offer a comprehensive range of services covering all aspects of financial planning, including:

Building and Preserving Capital

• Advice on new and existing investments
• Tax-efficient planning strategies
• Retirement planning

Retirement Planning

• Establishing new and existing corporate and individual pension arrangements
• Guidance on existing schemes and retirement planning

Estate and Inheritance Tax Planning

• Solutions to mitigate potential inheritance tax liability

Risk Management

• Protection of you, your family, and your business against financial risks through:
• Specialist insurance solutions
• Life assurance
• Sickness insurance
• Health assurance

Corporate Financial Planning

• Consultancy service for businesses that takes into account the needs of the business, owners, and employees

Later Life Advice

• Guidance on:
• Equity release
• Long-term care funding
• Pensions
• Annuities
• Investments
• Savings
• Tax planning

Our Clients

We work with clients from diverse backgrounds, including:

• Professional business people
• Small to medium-sized companies
• Charities
• Trustees
• Young families
• Those approaching retirement
• Those who are retired

Our Partnership with St. James's Place

We partner with St. James's Place, a leading wealth management firm. This provides us with access to:

• A comprehensive range of investment and advisory services
• The expertise and experience of St. James's Place Investment Management Approach
• Guaranteed advice from experienced and qualified professionals

Note: Investments can fall in value and you may get back less than you invest. The levels and bases of taxation, and reliefs from taxation, can change at any time.