About us

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.

Chartered Status

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.

OUR PEOPLE

Chartered Financial Planners

Andy Brown

Chartered Financial Planner | APFS | CISI

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...

Mark Anderson

Chartered Financial Planner | APFS

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...

Exceptional service, professional, supportive and trustworthy.
Excellent service in a friendly professional manner.
The service was first class, nothing was a problem, very helpful and went through everything with me to make sure I understood everything. I would recommend Anderson Brown to anyone that needs an adviser.
Delighted with the service. There is no aspect that could be improved upon - all our circumstances are carefully considered and constantly reviewed.
Best service I have ever received over a long period of time, and hopefully many more years. I would advise anyone to use your services and advice.
Anderson Brown provided me with exceptional advice in an easy to understand manner. Mark Anderson made a real effort to understand my financial situation in order to provide a perfect product for me. Anderson Brown are a thoroughly professional and friendly local business who I will most definitely be recommending to family and friends.
OUR PEOPLE

The Anderson Brown Team

Josh Roberts

Trainee Financial Planner | MCSI | DipPFS

Josh joined Anderson Brown in 2022 having worked as an Investment Manager at Brewin Dolphin for nearly 7 years. He holds the level 7 Chartered Wealth Manager qualification and has just completed his Diploma in Regulated Financial Planning.

Emily Williamson

Trainee Financial Planner | DipPFS

Emily joined Anderson Brown in 2019 and has recently passed all of her exams to become an Adviser and is undergoing training. She is also a Client Account Manager who is responsible for the day to day administration of client accounts.

Jodie Goodwin

Office Manager/Client Account Manager

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. She is also 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.

Rebecca Turner

Client Account Manager

Rebecca joined Anderson Brown in 2019 and is one of our Client Account Managers, she assists with the day to day administration tasks of client accounts ensuring they are processed efficiently and accurately.

Kayleigh McDonald

Client Review Manager

Kayleigh joined Anderson Brown in 2018 and is our Senior Client Review Manager, Kayleigh is responsible for developing and maintaining the review side of the business along with day to day administration work.

Jo Cook

Client Review Manager

Jo joined Anderson Brown in 2021 and is our Client Review Manager. She assists with the day to day administration tasks of Client Reviews.

Laura Lodge

Client Account Manager

Laura joined Anderson Brown in 2023 and is one of our Trainee Client Account Managers. Laura is responsible for the day to day administration of client accounts.

Anderson Brown (Whitby) Ltd
Victoria House
7 Victoria Square
Whitby
North Yorkshire
YO21 1EA

01947 600 057 info@anderson-brown.co.uk Get directions