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Colin Anderson

Financial Adviser DipPFS, Certs CII (MP & ER), CeMAP® in Leyburn

A little bit about Colin

As a qualified professional financial adviser, I provide holistic and practical advice across pensions, investments, protection, tax planning, wills and trusts, estate planning, and cash-flow forecasting. I believe good financial planning is built on strong relationships, open conversations, and regular reviews, particularly as circumstances and priorities change.

Find out more about me below.

Start the conversation

Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today

If it’s time for financial advice, I can help you

Graphic of elderly couple passing wealth to their relatives

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. April 2026.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

General Insurance

Home contents insurance, buildings insurance.

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Certificate in Mortgage Advice and Equity Release

  • The Level 3 Certificate in Mortgage Advice and Equity Release meets the FCA standards for mortgage advisers and those advising on equity release schemes.

Certificate in Mortgage Advice and Practice - Level 3

  • CeMAP is the benchmark qualification for individuals aspiring to become mortgage advisers. It gives the skills, knowledge and certifications to deliver mortgage advice and practice.

Colin's location

Leyburn
North Yorkshire
United Kingdom

Colin is based in Leyburn and offers expert financial advice to suit your needs.

Financial planning shouldn’t be intimidating, as everyone needs it. I’m a supportive Financial Adviser who focuses on making complex decisions clear, realistic, and tailored to each of my client’s goals.

My role is to simplify complex financial matters and turn them into clear, practical plans that reflect what really matters to each client. With over 20 years’ experience across financial services, banking, mortgages, and property, I support individuals, families, and business owners at every stage of life - from building wealth to protecting it and planning for the future.

I provide holistic and practical advice across pensions, investments, protection, tax planning, wills and trusts, estate planning, and cash-flow forecasting. I believe good financial planning is built on strong relationships, open conversations, and regular reviews, particularly as circumstances and priorities change.

Clients value my calm, approachable style and my focus on long-term outcomes rather than short-term solutions. My aim is to give people clarity, confidence, and peace of mind, knowing they have a plan they can rely on - now and in the years ahead.

I value long-term relationships and believe the best outcomes are achieved through clarity, consistency, and ongoing review. I am adaptable and pragmatic, particularly when clients’ circumstances evolve, and I focus on advice that is robust, compliant, and aligned to long-term objectives.

Away from work, I enjoy spending time with my wife Gemma and our 3 children. I also like running or walking the fells of the Yorkshire Dales and playing in a dominoes league for my village pub team.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 27 January 2025.