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Anderson Brown (Whitby) Ltd

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Anderson Brown (Whitby) Ltd

Overview:

We are an experienced and highly qualified firm of Chartered Financial Planners, providing independent financial advice to individuals, trustees and business owners.

We were established in 1998 by Mark Anderson and Andy Brown.

Our advisers include both Chartered Financial Planners and Certified Financial Planners.

Finding your way around all the various financial products available can be confusing especially if you aren’t familiar with these products, or if you aren’t really sure what you might be looking for.

To help you we have produced a “Life Stages” online guide, which takes you through the main events in life from birth onwards, highlighting particular financial matters which you might find useful to consider at each stage.

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.

Our chartered status

In November 2010 we were awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).

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.

Certified Financial Planner

Certified Financial Planner (CFPTM) Chartered MCSI represents the highest professional certification that can be awarded to a Financial Planner. They are the most recognised Financial Planning marks in the world.

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.

History:

Anderson Brown and Gollogly was established in 1998 and is owned and managed by Mark Anderson, Andy Brown and Hugh Gollogly.

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