Anderson Brown (Whitby) Ltd

Independent Financial Adviser  Victoria House, Whitby, North yorkshire, YO21 1EA
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FCA authorised
Last authorised 3rd August 2020
Chartered Financial Planners offering efficient first class, professional service, retaining the personal touch and benefit of our years of experience
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Taxation planning
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Group Pension/Stakeholder
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Long term care
Meet our advisers
Andrew Brown CFPTM APFS
Chartered Financial Planner
Mark Anderson APFS
Chartered Financial Planner
About us

We are an experienced and highly qualified firm of Chartered Financial Planners We provide straightforward financial advice with a transparent charging structure.

We are able to offer advice in all areas of financial planning and our advisers include:

.A Chartered Financial Planner.
.A Certified Financial Planner.
.A Pensions Specialist.
.A Long Term Care Specialist.

Please contact us to discuss your requirements on <phone number hidden>

Our services

Keep you well informed
Be open and transparent
Provide clear explanations for all our recommendations
Understand your requirements and needs
Deliver on our promises and be prompt in response to your questions
Provide unbiased and tailored advice at the highest level
Protect your confidentiality, by acting diligently, with integrity and professionalism at all times
Be courteous and friendly to all our clients

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Victoria House, 7 Victoria Square, Whitby, North Yorkshire, North Yorkshire, YO21 1EA

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Take a free initial meeting to see exactly how we can help you.