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Serving clients in
London, Essex, Suffolk
Jon Anderson
Head of Advice and Independent Financial Planner
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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Articles related to Jon and his team
Investing in the ‘age of inflation’
Mike Greely explores some of the reasons behind the market turbulence, and explains why patience and portfolio positioning can help investors
Mike Greely: piecing together the investment puzzle
For Mike Greely of Amber River’s Colchester team, understanding the factors that drive investment returns is not just part of his day job – it’s more of a lifelong passion
Find out more about Jon and our East Anglia team
Bringing together three of East Anglia’s leading independent financial advice firms, our Colchester and Ipswich teams all hold Corporate Chartered Financial Planner status from the Chartered Insurance Institute (CII) – the gold standard for financial planning firms in the UK.
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