Business Details
14 Years
experience
Trusted Financial Advisers in Newtownards | Anderson Wealth Planning
Established in 2012 by Claire Anderson, our practice focuses on building long-term trusted relationships with clients through bespoke face-to-face financial advice. We specialise in wealth management across multiple domains including capital preservation, retirement planning, and inheritance tax mitigation. Our approach combines the expertise of St. James's Place with carefully selected third-party providers to deliver tailored solutions for individuals, businesses, and trustees. We prioritise trust, integrity, and professional excellence while addressing diverse financial needs from investment management to later-life planning. Services
Investment Management
Retirement Planning
Estate Planning
Corporate Financial Advice
Later Life Planning
Tax Efficiency Strategies
Risk Protection Solutions
Details
- Year established: 2012
Highlights and features
- We offer bespoke financial advice tailored to your specific needs
- Our team combines local expertise with St. James's Place resources
- We provide comprehensive wealth management solutions across all life stages
- Our practice maintains strict regulatory compliance and professional standards
- We focus on long-term relationship building rather than transactional interactions
Associations and certifications
- Financial Conduct Authority
Services
Investment Management
Our investment management service combines St. James's Place's distinctive approach with carefully selected external fund managers to create tax-efficient portfolios. We focus on long-term capital growth while maintaining rigorous risk management frameworks. Clients benefit from continuous portfolio monitoring and regular performance reviews tailored to their specific financial objectives.
Retirement Planning
We provide comprehensive retirement planning solutions covering corporate and individual pension arrangements. Our service includes retirement income projections, pension consolidation strategies, and tax-efficient withdrawal planning. We help clients navigate complex pension regulations while ensuring their retirement goals align with their overall wealth management strategy.
Estate Planning
Our estate planning service focuses on mitigating inheritance tax liabilities through strategic wealth transfers. We implement tailored solutions such as trust structures and lifetime gifts while considering clients' family circumstances. The service ensures smooth intergenerational wealth transfer while maintaining compliance with evolving tax regulations.
Corporate Financial Advice
We offer specialist corporate financial planning for business owners and their employees. Our service addresses business succession planning, key person protection, and employee benefit schemes. We take a holistic approach considering both business needs and personal financial objectives of stakeholders.
Later Life Planning
Our later life planning service covers equity release, long-term care funding, and annuity solutions. We provide comprehensive guidance on managing financial needs during retirement while maintaining quality of life. The service integrates with existing pension and investment arrangements to create cohesive retirement strategies.
People
Claire Anderson
Senior Partner
Claire established Anderson Wealth Planning in 2012, bringing over 20 years of financial services experience. She specialises in building long-term client relationships and delivering tailored wealth management solutions through a collaborative approach with St. James's Place experts.
Questions
What financial planning services do you offer?
We offer comprehensive services including investment management, retirement planning, estate planning, corporate financial advice, and later life planning solutions tailored to individual client needs.
How do you tailor financial advice to individual clients?
We build personal, long-term relationships with clients to understand their unique circumstances, then create bespoke solutions combining St. James's Place expertise with carefully selected third-party products.
What investment approach do you use?
We utilise St. James's Place's distinctive investment management approach with monitored external fund managers, focusing on tax-efficient portfolios aligned with clients' risk profiles and financial goals.
Do you work with businesses as well as individuals?
Yes, we provide corporate financial planning services addressing business succession, employee benefits, and owner-specific financial needs alongside our individual client services.
How are you regulated?
As an Appointed Representative of St. James's Place Wealth Management, we are authorised and regulated by the Financial Conduct Authority for wealth management advice.
