Welcome to Anderton & Associates Financial Planning

Based in Southport, we provide holistic and lifestyle financial advice to individuals, families and business owners throughout the North West and across the UK.

About us

We pride ourselves on building long-term relationships with clients.

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Testimonials

Read some of the feedback received from clients over the years.

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Advice and services

We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.

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Specialist advice
We specialise in the following areas of advice.
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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Testimonials

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Antony has been consistent in providing me with a retirement strategy over the years by helping me devise a tax-efficient investment and pension portfolio that will help me meet my early retirement aspirations. His advice and the resources he has access to mean I would not hesitate to recommend h...

David Harris| Specifications Manager

SJP Approved 01/09/2023

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.

Anderton & Associates Financial Planning is a trading name of Anderton & Associates Financial Planning Limited . Anderton & Associates Financial Planning Limited is registered in England and Wales, Number 12947400. Registered Office: c/o V & R Accountancy Services , Cropton House, Three Tuns Lane, Formby, Merseyside, L37 4AQ.
Copyright St. James's Place © 2024
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Copyright St. James's Place © 2024