namemark

Russell Anderson

DipPFS

I focus on meeting the financial needs of clients by understanding your individual financial circumstances which enables solutions to be tailored to your immediate and long term objectives. As a client centric business, building a long-term trusting relationship with existing and new clients is a core value of the business.

About

Having been within the financial services sector for over 25 years, dealing with all aspects of advice for clients, I am immensely proud to be running my own bespoke Wealth Advice business as a representative of the prestigious St. James's Place.

Prior to being a Senior Partner Practice of St. James's Place, I worked as a Private Client Manager with a globally recognised high street Bank dealing with high Net worth individuals.

Having lived and worked in Cheltenham all my life, I mainly work with clients who are based in Gloucestershire and the beautiful Cotswolds.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing long-term trusting relationships with my clients, ensures that am I able to offer a tailored, professional and principled service.

Outside work I enjoy going to the gym, playing football, going to the theatre and spending time with my family.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 19/05/2022

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.

Anderson Wealth Advice Ltd is registered in England and Wales, Number 09465036. Registered Office: 16 The Avenue, Charlton Kings, Cheltenham, GL53 9BL.