We offer a fully comprehensive financial advice service to help with all your short, medium and long term financial planning requirements. We aim to help you live for today and plan for tomorrow.
In November 2010 we were awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).
This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria in terms of retaining highly qualified staff who subscribe to membership of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct.
When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. Chartered titles are steeped in history and they remain the benchmark of professional excellence and integrity. Only the UK’s premier financial planning firms qualify for Chartered status.
Andy is one of the original founders of Anderson Brown and is a Managing Director of the firm. He has been awarded the title of Chartered Financial Planner, which is one of the senior levels of professional qualification in the financial services industry. Andy commenced as a Financial planner in 1988 and has helped many people “live for today and plan for tomorrow.” Andy has been instrumental in establishing Anderson Brown’s retirement proposition. His skills lie in building long term relationships with...
Andy is one of the original founders of Anderson Brown and is a Managing Director of the firm. He has been awarded the title of Chartered Financial Planner, which is one of the senior levels of professional qualification in the financial services industry.
Andy commenced as a Financial planner in 1988 and has helped many people “live for today and plan for tomorrow.”
Andy has been instrumental in establishing Anderson Brown’s retirement proposition. His skills lie in building long term relationships with his clients and their families helping to provide genuine inter-generational financial planning and a comfortable retirement.
Andy advises a wide range of clients with different financial backgrounds and requirements, advising in areas of retirement planning, wealth management and lifetime cash flow planning.
Andy enjoys helping his clients achieve their goals and working with them to create a financial road map for life.
Professional associations:
Qualifications:
Certified Financial Planner (CFPTM) Chartered MCSI represents the highest professional certification that can be awarded to a Financial Planner. They are the most recognised Financial Planning marks in the world.
CFPCM Chartered MCSI professionals find themselves at the top of their profession – in a position to offer a highly effective service to their clients. When dealing with a CFPTM Chartered MCSI professional, you can be sure you are dealing with a practitioner who is academically and practically qualified to provide a comprehensive Financial Planning service at the highest level.
Chartered Financial Planner. Please click here for more information.
Mark is one of the original founders of Anderson Brown and is a Managing Director of the firm. He has been awarded the title of Chartered Financial Planner, which is one of the senior levels of professional qualification in the financial services industry. Mark commenced as a Financial Planner in 1994 after a career in Banking and has been instrumental in establishing Anderson Brown’s investment proposition. He has managed to build strong relationships with his clients who value his time, expertise and...
Mark is one of the original founders of Anderson Brown and is a Managing Director of the firm. He has been awarded the title of Chartered Financial Planner, which is one of the senior levels of professional qualification in the financial services industry.
Mark commenced as a Financial Planner in 1994 after a career in Banking and has been instrumental in establishing Anderson Brown’s investment proposition.
He has managed to build strong relationships with his clients who value his time, expertise and his ability at explaining complicated matters in an easy to understand manner.
Mark advises a wide range of clients with different financial backgrounds and requirements, advising in areas of wealth management, trusts and inheritance tax mitigation and lifetime cash flow planning.
Mark enjoys helping his clients achieve their goals and working with them to create a financial road map for life.
Professional associations:
Qualifications:
Certified Financial Planner (CFPTM) Chartered MCSI represents the highest professional certification that can be awarded to a Financial Planner. They are the most recognised Financial Planning marks in the world.
CFPCM Chartered MCSI professionals find themselves at the top of their profession – in a position to offer a highly effective service to their clients. When dealing with a CFPTM Chartered MCSI professional, you can be sure you are dealing with a practitioner who is academically and practically qualified to provide a comprehensive Financial Planning service at the highest level.
Chartered Financial Planner. Please click here for more information.
Leanne joined Anderson Brown in 2002 and is our Office Manager. She is responsible for our accounts, personnel, and provides valuable support to the Directors and the rest of the team to ensure the smooth running of the business.
Jodie joined Anderson Brown in 2010 and is our Senior Client Account Manager. She is responsible for the day to day administration of client accounts ensuring any adviser recommendations have been processed efficiently and accurately.
Rebecca joined Anderson Brown in 2019 and is our Client Review Manager. Rebecca’s is responsible for developing and maintaining the review side of the business.
Kayleigh joined Anderson Brown in 2018 and is one of our Client Account Managers. Kayleigh works on both sides of the business, responsible for the day to day administration for both the new business and the review team.
Emily joined Anderson Brown in 2019 and is one of our Client Account Managers. Emily is responsible for the day to day administration of client accounts, alongside currently studying for her exams to become an Adviser.
Anderson Brown (Whitby) Ltd
Victoria House
7 Victoria Square
Whitby
North Yorkshire
YO21 1EA
Anderson Brown (Whitby) Ltd is an appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England. Company Registered No. 4302436.
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