We offer a fully comprehensive financial advice service to help with all your short, medium and long term financial planning requirements. We aim to help you live for today and plan for tomorrow.
This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria in terms of retaining highly qualified staff who subscribe to membership of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct.
When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. Chartered titles are steeped in history and they remain the benchmark of professional excellence and integrity.
Only the UK’s premier financial planning firms qualify for Chartered status.
CFPCM Chartered MCSI professionals find themselves at the top of their profession – in a position to offer a highly effective service to their clients. When dealing with a CFPTM Chartered MCSI professional, you can be sure you are dealing with a practitioner who is academically and practically qualified to provide a comprehensive Financial Planning service at the highest level.
Anderson Brown (Whitby) Ltd is an appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England. Company Registered No. 4302436.
Jodie is enthusiastic, self motivating and conscientious all great attributes when dealing with client accounts on a day to day basis. Clients can be confident that Jodie will complete all work to the highest of standards. If you require any information or help with any of your plans, Jodie is the first point of call.
Hope is the newest member of our team and joined us in 2017 and is our Client Review Manager. She works alongside other members of the team to provide an efficient client support service and she is one of the first point of contacts for telephone calls and visitors to the office.
Hope’s main job is developing and maintaining the review side of the business, she is very organised and has a great rapport with clients. Her thoroughness and attention to detail are valuable attributes to this role.
She is the first point of call with regards to client reviews and her helpfulness makes clients feel comfortable contacting her if they require information on their plans or help with our website and client wealth platform.
Always friendly and helpful.
Beth joined us in 2016 and is one of our Client Account Managers. She works alongside other members of the team to provide an efficient client support service and she is also one of the first point of contacts for telephone calls and visitors to the office.
Beth’s main duties are generated around the new business process, she is very organised and methodical. She is responsible for the first stage of the fact finding process. Her thoroughness and attention to detail are valuable attributes to this role.
Always willing to help.
Quick learner and always ready to help. Client focused.
