About Lynn Anderson

Lynn Anderson

DipPFS

I have over 38 years’ experience in personal financial services and joined St. James's Place Wealth Management as a Founder Member in 1992.

Within the Lynn Anderson Practice we offer a wide range of wealth management solutions of outstanding quality, which come with the complete peace of mind of the St. James's Place Wealth Management Guarantee. Recommendations are tailored to provide bespoke portfolio management solutions working alongside clients' own solicitors, accountants and existing financial advisers where required.

About

I believe in the 'personal touch' whether for high net worth individuals, their families or people with more modest means. My time spent with clients ensures a tailor-made service designed to meet their financial needs. An outgoing and friendly person, I am easy to talk to and all of us within my Practice are committed to representing the interests of our clients and providing support at all times.

I apply a holistic approach to financial planning and will consult St. James's Place Partnership colleagues, who are experts in specific key areas, so that clients can expect not only a very high standard of integrity and quality of service, but also sound and practical advice from some of the top professionals in personal financial services.

The majority of my clients come from personal recommendations by existing clients, who trust and value the advice I have given them. All of which is supported by outstanding service and products offered by St. James's Place Wealth Management.

The areas my Practice covers includes Investment Planning, Retirement Strategies, Wealth Succession, Inheritance Tax and Private Clients through a holistic financial planning strategy.

Testimonials

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Lynn Anderson is exceptional. She helps us to understand the best investment and savings opportunities to manage risk and to be tax efficient. We trust her implicitly, she is open and reliable, always available, and her advice is sage. We are confident knowing that we have simply the best financial ...
Jackie Van Roosmalen |Psychotherapist, London, 29th February 2020

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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News & Insights

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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.