Anderson Brown
chartered financial planners
Anderson Brown
chartered financial planners
Meet the team Meet the team
Client Testimonials Client Testimonials

Andy Brown

Role:
Chartered Financial Planner

Andy is one of the original founders of Anderson Brown and is a Managing Director of the firm. He has been awarded the title of Chartered Financial Planner, which is one of the senior levels of professional qualification in the financial services industry.

Andy commenced as a Financial planner in 1988 and has helped many people “live for today and plan for tomorrow.”

Andy has been instrumental in establishing Anderson Brown’s retirement proposition. His skills lie in building long term relationships with his clients and their families helping to provide genuine inter-generational financial planning and a comfortable retirement.

Andy advises a wide range of clients with different financial backgrounds and requirements, advising in areas of retirement planning, wealth management and lifetime cash flow planning.

Andy enjoys helping his clients achieve their goals and working with them to create a financial road map for life.


My colleagues describe me as:

Always pushing the business forward
Challenges existing ideas
Enthusiastic and knowledgeable
Puts clients first
Our detail man
Cares about his work


Professional associations:
  • Member of the Chartered Insurance Institute
  • Associate of the Personal Finance Society (APFS)
  • Member of the Chartered Institute for Securities and Investment (CISI)

Qualifications:

Chartered Financial Planner Please click on the link for further information

Andy Brown

Role:
Chartered Financial Planner

Andy is one of the original founders of Anderson Brown and is a Managing Director of the firm. He has been awarded the title of Chartered Financial Planner, which is one of the senior levels of professional qualification in the financial services industry.

Andy commenced as a Financial planner in 1988 and has helped many people “live for today and plan for tomorrow.”

Andy has been instrumental in establishing Anderson Brown’s retirement proposition. His skills lie in building long term relationships with his clients and their families helping to provide genuine inter-generational financial planning and a comfortable retirement.

Andy advises a wide range of clients with different financial backgrounds and requirements, advising in areas of retirement planning, wealth management and lifetime cash flow planning.

Andy enjoys helping his clients achieve their goals and working with them to create a financial road map for life.


My colleagues describe me as:

Always pushing the business forward
Challenges existing ideas
Enthusiastic and knowledgeable
Puts clients first
Our detail man
Cares about his work


Professional associations:
  • Member of the Chartered Insurance Institute
  • Associate of the Personal Finance Society (APFS)
  • Member of the Chartered Institute for Securities and Investment (CISI)

Qualifications:

Chartered Financial Planner Please click on the link for further information

Mark Anderson

Role:
Chartered Financial Planner

Mark is one of the original founders of Anderson Brown and is a Managing Director of the firm. He has been awarded the title of Chartered Financial Planner, which is one of the senior levels of professional qualification in the financial services industry.

Mark commenced as a Financial Planner in 1994 after a career in Banking and has been instrumental in establishing Anderson Brown’s investment proposition.

He has managed to build strong relationships with his clients who value his time, expertise and his ability at explaining complicated matters in an easy to understand manner.

Mark advises a wide range of clients with different financial backgrounds and requirements, advising in areas of wealth management, trusts and inheritance tax mitigation and lifetime cash flow planning.

Mark enjoys helping his clients achieve their goals and working with them to create a financial road map for life.


My colleagues describe me as:

Technically excellent
Gets things done
Always looking for new ways to improve client services
Strong technical knowledge
Great at getting ideas across to clients and our professional connections


Professional associations:
  • Member of the Chartered Insurance Institute
  • Associate of the Personal Finance Society (APFS)

Qualifications:

Chartered Financial Planner Please click on this link for further information

Mark Anderson

Role:
Chartered Financial Planner

Mark is one of the original founders of Anderson Brown and is a Managing Director of the firm. He has been awarded the title of Chartered Financial Planner, which is one of the senior levels of professional qualification in the financial services industry.

Mark commenced as a Financial Planner in 1994 after a career in Banking and has been instrumental in establishing Anderson Brown’s investment proposition.

He has managed to build strong relationships with his clients who value his time, expertise and his ability at explaining complicated matters in an easy to understand manner.

Mark advises a wide range of clients with different financial backgrounds and requirements, advising in areas of wealth management, trusts and inheritance tax mitigation and lifetime cash flow planning.

Mark enjoys helping his clients achieve their goals and working with them to create a financial road map for life.


My colleagues describe me as:

Technically excellent
Gets things done
Always looking for new ways to improve client services
Strong technical knowledge
Great at getting ideas across to clients and our professional connections


Professional associations:
  • Member of the Chartered Insurance Institute
  • Associate of the Personal Finance Society (APFS)

Qualifications:

Chartered Financial Planner Please click on this link for further information

Leanne Coates

Role:
Office Manager

Leanne joined Anderson Brown in 2002 and is the senior member of the Client Relationship team and Office Manager. She enjoys working in a fast-paced environment, and prides herself on building relationships with clients and providers.

Leanne is very organised and a strong leader of the Client Relationship team. Her knowledge of the business ensures that clients have great confidence when dealing with her.

She is responsible for our accounts, personnel, and provides valuable support to the Directors and the rest of the team to ensure the smooth running of the business.

She has been instrumental in setting up our client proposition and review process.


My colleagues describe me as:

Strong leader of the support team
Great at getting things done
If you have a problem, Leanne will fix it !
Very organised
Excellent relationship with clients

Leanne Coates

Role:
Office Manager

Leanne joined Anderson Brown in 2002 and is the senior member of the Client Relationship team and Office Manager. She enjoys working in a fast-paced environment, and prides herself on building relationships with clients and providers.

Leanne is very organised and a strong leader of the Client Relationship team. Her knowledge of the business ensures that clients have great confidence when dealing with her.

She is responsible for our accounts, personnel, and provides valuable support to the Directors and the rest of the team to ensure the smooth running of the business.

She has been instrumental in setting up our client proposition and review process.


My colleagues describe me as:

Strong leader of the support team
Great at getting things done
If you have a problem, Leanne will fix it !
Very organised
Excellent relationship with clients

Jodie Goodwin

Role:
Client Account Manager

Jodie joined Anderson Brown in 2010 and is our senior client account manager. Her knowledge of client accounts ensures clients have confidence dealing with her. She is responsible for the day to day administration of client accounts ensuring any adviser recommendations have been processed efficiently and accurately.

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.


My colleagues describe me as:

Confident.
Will get the job done.
A safe pair of hands.
Organised.
Clients have great confidence in her.
Builds great relationships with clients.

Jodie Goodwin

Role:
Client Account Manager

Jodie joined Anderson Brown in 2010 and is our senior client account manager. Her knowledge of client accounts ensures clients have confidence dealing with her. She is responsible for the day to day administration of client accounts ensuring any adviser recommendations have been processed efficiently and accurately.

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.


My colleagues describe me as:

Confident.
Will get the job done.
A safe pair of hands.
Organised.
Clients have great confidence in her.
Builds great relationships with clients.

Hope Locker

Role:
Client Review Manager

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.


My colleagues describe me as:

Always friendly and helpful.
Builds great relationships with clients.
Nothing is ever too much trouble.
Always wanting to improve systems. Client focused.

Hope Locker

Role:
Client Review Manager

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.


My colleagues describe me as:

Always friendly and helpful.
Builds great relationships with clients.
Nothing is ever too much trouble.
Always wanting to improve systems. Client focused.

Beth Exelby

Role:
Client Account Manager

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 is known for her thoughtful and caring nature which makes her the ideal addition to our Client Relationship Team.

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.


My colleagues describe me as:

Builds great relationships with clients.
Always willing to help.
Works well with the team.
Quick learner and always ready to help. Client focused.

Beth Exelby

Role:
Client Account Manager

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 is known for her thoughtful and caring nature which makes her the ideal addition to our Client Relationship Team.

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.


My colleagues describe me as:

Builds great relationships with clients.
Always willing to help.
Works well with the team.
Quick learner and always ready to help. Client focused.