Antony Anderton

I have been a financial planner since 2003 having worked for some of the worlds largest banks both overseas and in the UK. My particular areas of interest are investments, pensions both pre and post retirement and inheritance tax planning. I received my Charter from the London Institute of Banking and Finance in 2020 which was the culmination of three years of study whilst advising. Based in Southport, I provide holistic and lifestyle financial advice to individuals, families and business owners throughout the North West and across the UK. A couple of questions to ask yourself. How much money do you need for the rest of your life? You only get one life, are you making the most of yours? Life is short, my job is to help people enjoy it by planning well. My goal is always to develop a strategy with my clients to help them understand where they are now and where they want to be in the future. I then create a plan and we review this strategy every year to ensure my clients are on track or to make changes along the way. I believe the key to being a good financial planner is having a good level of technical knowledge but more importantly the ability to listen and connect with what really matters to clients. My spare time tends to involve my family and the outdoor, I love nothing more than exploring the beautiful mountains we have access to locally. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx