Anderson Financial Management Ltd - Bristol

Anderson Financial Management Ltd is a financial planning and investment service company located at Saville Court, 11 Saville Pl, Clifton, Bristol BS8 4EJ, United Kingdom. The company can be reached via phone at 1173321570, and their website is andersonfinancial.co.uk.

One of the main specialties of Anderson Financial Management Ltd is providing financial planning services, including retirement planning, tax planning, and estate planning. They work closely with their clients to understand their financial goals and develop a customized plan to help them achieve those goals. The company's other specialty is investment services, where they manage investment portfolios for individuals, trusts, and businesses.

Anderson Financial Management Ltd is committed to providing accessible services to all clients, and their office is equipped with a wheelchair accessible restroom. They also have a restroom available for clients.

According to opinions from clients on Google My Business, Anderson Financial Management Ltd has an average rating of 5/5. Clients have praised the company for their professionalism, knowledge, and personalized service.

If you are looking for a financial planner or investment service in Bristol, Anderson Financial Management Ltd is an excellent choice. They have a proven track record of helping clients achieve their financial goals, and their accessible office and restroom facilities make it easy for clients to visit and discuss their financial needs.

To learn more about Anderson Financial Management Ltd and their services, we recommend visiting their website and scheduling a consultation. Their team of experienced financial professionals is dedicated to helping clients make informed decisions about their financial future, and they are eager to assist you in achieving your financial goals. Don't hesitate to contact them today to get started

Reviews of Anderson Financial Management Ltd

Victoria Bishop

5/5

My husband and I have been clients for a number of years and prior to having a family our needs were predominantly around pension planning which was expertly handled. However, since having two children we really needed support in achieving the right level of protection and Alena looked after us wonderfully. Plus, of course, she reviewed our existing arrangements.
What I appreciate most, is how relatable and accommodating the team are in providing great service to a time poor young family! If we couldn't flex appointment times and do them virtually, I feel sure we would have kept deprioritising, so I am really grateful we could access Alena and the teams support and knowledge at times that worked for us. I also know from experience that I can reach out any time with questions which is invaluable in the current financial climate.

Michael Mackinnon

5/5

having had some experience of both other UK FA's and American ones it is refreshing to be with Anderson Finance where the level of personal service is the main thing that is different to my previous experiences. You can pick up the phone and talk to people who you know and who know your portfolio. It also helps when they take good care of your money as well

Julie Reed

5/5

I was looking for new investment management in 2019 and Tony and the the Andersons Financial Management team were recommended to me by one of their clients. I did a 6 month long thorough due diligence between them and another company and decided in Jan 2020 to take my investments to Tony and his team.
It was absolutely the best decision I could have made. Two months later we were in full on Covid decline and the way this was handled by Tony was exceptional. My investments were back above the initial value within 6 months which far exceeded expectations.
The professionalism of the whole company is very evident in the way they look after you through every tiny aspect of the service they provide.
I don't find it easy to trust having experienced poor service in the past where charges and other things were hidden from me. I have complete transparency of everything with Tony and the team which is a breath of fresh air.
The level of individual attention and personal portfolio development that I receive is superb. I have never felt like just a number being given a broad brush approach to my investments but a valued individual who's needs are personally considered at all times.
I feel that I am in very safe hands and can not recommend them more highly.

Sam Notley

5/5

I have been a client with Alina, Tony and the team here for over 3 years. Their service is truly fantastic, they are professional, knowledgeable and friendly. They make the process of talking about finances, the future and my plans so straightforward and easy. Regular meetings and updates, always helpful and regular contact. They are quick to answer questions and adapted their service seamlessly during Covid. If you are looking for an IFA, I cannot recommend them highly enough.

Katie Widdows

5/5

Marcus provided me with advice on my retirement plan following a divorce settlement. He was thorough and explained things in a way that made it easy for me to understand. He took the stress out of the process by keeping me updated on the status regularly. Marcus also put me in touch with a solicitor to enable me to update my will. I would highly recommend Marcus to anyone seeking financial advice.
Many thanks Marcus, Liz Widdows

Inesa Petrenko

5/5

In the past I thought that such services are for the rich people only. Anderson Financial Management proved it wrong.
Alena helped to put our family’s finances in order. Her professional advise assisted us to save up for a mortgage to get on a property ladder. My income is protected, ISA and pension are sorted. Effortless!

Richard Trott

5/5

We have found Anderson Financial Management to be an incredibly professional set up. The staff are very friendly and helpful and we are very pleased with the financial advice we have been given. We would thoroughly recommend this company.

Sheila Pregnall

5/5

I was lucky enough to be given the contact details for Andersons (part of St James’s Place) by a friend who had found them invaluable. I wasn’t particularly hopeful as I had tried a few financial advisors and failed to find the combination of financial acumen and interpersonal ‘soft’ skills that I was looking for. And I never found anyone I felt able to trust completely.
Enter Marcus. Of course it was important that I experienced him as genuine and transparent and not without a sense of humour, but I also realised quite quickly that my finances, once transferred to Anderson’s were going to grow exponentially. I am not rich, I didn’t have huge amounts to invest, but despite this Marcus and Andersons have demonstrated complete professionalism alongside excellent results . If you like me have been hesitant about the investment world but want to do better than 1% (if that) from banks, give them a try. The initial appointment is free. You don’t have anything to lose