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Based at
Amber River East Anglia
Position
Head of Advice and Chartered Independent Financial Planner
Serving clients in
London, Essex, Suffolk
Jon Anderson
Head of Advice and Chartered Independent Financial Planner
With a background in finance, Jon has been a regulated advisor since 1999. He is a Chartered financial planner and holds MCISI Investment (IAD) CeMAP qualifications.
For the first 12 years of Jon's journey, he was a self-employed company owner. During this time, he undertook all facets of an SME owners’ responsibilities, as well as providing advice and recommendation to personal and business clients. From 2011, he worked in the City of London and Canary Wharf within the corporate environment. After seven years as a financial planner with HSBC, where he specialised in pension, trust, protection, investment and taxation areas, he moved to Citibank in 2017. In his role there he worked as a specialist in the investment arena for High Net Worth clients, where he advised both retail and professional clients.
Jon’s personal time is spent with his young family. He has a keen interest in economics as well as sports, having played football and then rugby to a good level.
For the first 12 years of Jon's journey, he was a self-employed company owner. During this time, he undertook all facets of an SME owners’ responsibilities, as well as providing advice and recommendation to personal and business clients. From 2011, he worked in the City of London and Canary Wharf within the corporate environment. After seven years as a financial planner with HSBC, where he specialised in pension, trust, protection, investment and taxation areas, he moved to Citibank in 2017. In his role there he worked as a specialist in the investment arena for High Net Worth clients, where he advised both retail and professional clients.
Jon’s personal time is spent with his young family. He has a keen interest in economics as well as sports, having played football and then rugby to a good level.
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Find out more about Jon and our East Anglia team
Bringing together three of East Anglia’s leading independent financial advice firms, our highly-qualified teams of financial planning consultants in Colchester and Ipswich have been part of Amber River Group since October 2019.