Jim Anderson

Previously in the Royal Air Force, I have been a financial adviser for over 10 years. I like helping clients, whether it be a private individual or business, to have the confidence and security to enjoy their wealth, both now and in the future. I advise people who are: • Building up their wealth: often in their 20s, 30s and 40s I provide expert advice to help clients understand the action they need to take to achieve their future financial goals. • Securing your financial future: Do you want to protect your family or business should the worse happen? I help you steer through different forms of insurance that can, pay a lump sum or income on death, injury or ill health. • Thinking of retiring soon: I help clients in their 50s and 60s to prepare for a retirement which enables them to do what they’ve always wanted to do, when they want to do it. • Already retired: I help clients to make sure they have enough money to last throughout retirement, whilst enjoying their chosen lifestyle. • Mitigating inheritance tax: Whether this is helping you drawdown on your estate or passing as much on to your loved ones as possible, I can tailor a solution to your specific needs. • Long term care: Do you or a loved one you are helping support need to navigate through your options for paying for long term care? I can help go through your options. It’s only by understanding you, your unique personal circumstances and your aspirations, that I can deliver a personalised service which delivers financial peace of mind. Should you choose to work with me to achieve your financial goals, I will work collaboratively with you, listening to your needs and aspirations and keeping you fully informed at all stages. If you would like to discuss your financial goals - at no cost to you - contact me to arrange a no-obligation initial meeting. I am available to help face to face, telephone and video conference.