Tony Anderson

My career in financial services now spans four decades. I held a number of senior advisory roles with major banks, before establishing Anderson Financial Management in early 2007, alongside my wife, Jess.

The successful integration of Anderson Financial Management into B E Wealth Management in 2026 has allowed me to go back to focussing solely on the part of the job I love most, working with our clients. My focus is on the long-term relationships we have established with clients, helping them to make confident, informed decisions about their financial futures.

As a Chartered Financial Planner and Fellow of the Personal Finance Society, I've worked with individuals, families and business owners through periods of significant market volatility, changing legislation and major life events. Over more than 30 years, I have developed a deep and varied experience which has reinforced my belief that successful financial planning is about far more than products and investments. It's about understanding people, their ambitions and the lives they want to build for themselves and their families.

Away from work, our three children keep me and Jess occupied. When I do find some time to myself, it will usually be spent playing golf erratically, buying obscure early 90s records, or sitting with my head in my hands watching Newcastle United.

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Chartered Financial Planner
Personal finance society logo

Click on the accreditations for more information

Addresses

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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

B E Wealth Management Ltd is registered in England and Wales, Number 16188555. Registered Office: Saville Court, 11 Saville Place, Bristol, BS8 4EJ.