Anderton & Associates Financial Planning was established by Antony Anderton. The Practice has over 25 years of experience within financial services. Antony achieved his Chartered Status through the London Institute of Banking & Finance, ensuring he is fully accredited to provide the best possible advice to his clients.

Based in Southport in the Northwest of England, Anderton & Associates Financial Planning work closely together with clients and business owners to provide guidance in all stages of financial planning.

We focus on Lifestyle planning. At its core, this is all about helping our clients secure the future life they want. So instead of simply maximising your investment holdings and property portfolios with no concrete objective in sight, Lifestyle planning takes a different view. Instead, we start by identifying your goals for the future and follow up a timeline for achieving them.

The first step is about really getting to know you and your situation through in-depth conversations and once this is achieved, we can create a bespoke plan that matches up with your lifetime goals. We then review and tweak this with regular ongoing reviews.

Remember life is not a rehearsal, you only get one chance, and we are here to ensure you make the most of it.

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.