Anderton & Associates Financial Planning Ltd
A&
Financial Advisors
Anderton & Associates Financial Planning Ltd
Pelican House, Southport PR8 1DQ
# Anderton & Associates Financial Planning Ltd
Anderton & Associates is a Southport-based financial planning firm with over 25 years of experience serving individuals, families and business owners across the North West and UK. They specialise in holistic, lifestyle-focused financial advice tailored to clients' personal and business objectives.
The firm has developed particular expertise in serving business owners of any size, oil and gas professionals (both onshore and offshore), and individuals returning to the UK after working overseas. They understand the complexities these sectors present—from managing international pensions and QROPS to navigating the financial transition of relocating home. Notably, they also provide dedicated advice for the LGBTQ+ community, recognising the additional considerations and trust-building required.
What sets Anderton & Associates apart is their commitment to long-term client relationships built on accessibility and clarity. Rather than employing jargon-heavy approaches, they simplify complex financial processes and make themselves consistently available for both formal reviews and routine catch-ups. Their cash flow forecasting and tax-efficient investment strategies receive particular praise from clients. The testimonials highlight how founder Antony Anderton combines professional expertise with genuine approachability—clients value his willingness to work through legalities, devise retirement strategies and provide sound, trustworthy guidance over extended periods. This personalised, relationship-driven approach distinguishes them from larger, impersonal advisory firms.
Anderton & Associates is a Southport-based financial planning firm with over 25 years of experience serving individuals, families and business owners across the North West and UK. They specialise in holistic, lifestyle-focused financial advice tailored to clients' personal and business objectives.
The firm has developed particular expertise in serving business owners of any size, oil and gas professionals (both onshore and offshore), and individuals returning to the UK after working overseas. They understand the complexities these sectors present—from managing international pensions and QROPS to navigating the financial transition of relocating home. Notably, they also provide dedicated advice for the LGBTQ+ community, recognising the additional considerations and trust-building required.
What sets Anderton & Associates apart is their commitment to long-term client relationships built on accessibility and clarity. Rather than employing jargon-heavy approaches, they simplify complex financial processes and make themselves consistently available for both formal reviews and routine catch-ups. Their cash flow forecasting and tax-efficient investment strategies receive particular praise from clients. The testimonials highlight how founder Antony Anderton combines professional expertise with genuine approachability—clients value his willingness to work through legalities, devise retirement strategies and provide sound, trustworthy guidance over extended periods. This personalised, relationship-driven approach distinguishes them from larger, impersonal advisory firms.
Services offered
Business financial planningOil and gas sector financial adviceOffshore pensions and QROPS planningRetirement planningInvestment portfolio managementTax-efficient financial strategiesCash flow forecastingLGBTQ+ community financial advice