Business Details
28 Years
experience
Independent Financial Advice in Hampshire
Established nearly 25 years ago, Anderson King operates as an independent financial planning business serving both private clients and small to medium-sized enterprises. Our family-run ethos ensures clients receive advice with the same care we would extend to our own relatives, combining traditional values with modern technological solutions. With decades of collective experience, we specialise in demystifying complex financial landscapes, offering tailored guidance on investments, pensions, and employee benefits.Our size allows flexibility while maintaining professional rigour, evidenced by our long-standing client relationships and consistent referrals. Authorised and regulated by the Financial Conduct Authority (register number 220500), we prioritise transparency, providing written fee estimates and documented advice to ensure clarity. By focusing on individual financial goals, we help clients navigate market volatility and regulatory changes with expert support.
Services
Financial Planning
Investment Advice
Pension Consulting
Employee Benefits
Compliance Services
Details
- Year established: 1998
Highlights and features
- We have nearly 25 years of experience in independent financial planning
- Our FCA-authorised team provides transparent, documented advice
- We combine traditional values with modern financial technology solutions
- Long-standing client relationships demonstrate our trusted approach
- Specialist expertise in pension compliance and employee benefits
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
We develop comprehensive financial strategies tailored to individual goals, covering investment management, retirement planning, and tax-efficient solutions. Our approach combines market analysis with personal circumstances to create sustainable wealth growth. Clients receive regular reviews to adapt to changing life situations and economic conditions.
Pension Consulting
Specialist advice on pension setup, consolidation, and compliance including auto-enrolment requirements. We help businesses design employee pension schemes while assisting individuals with retirement income planning. Our services include scheme reviews and regulatory compliance monitoring.
Employee Benefits
Comprehensive guidance on designing and maintaining competitive employee benefit packages. We advise on health insurance, share schemes, and non-cash benefits while ensuring compliance with employment regulations. Regular reviews help businesses maintain attractive, cost-effective offerings.
Investment Advice
Personalised investment strategies across various asset classes, considering risk tolerance and financial objectives. We provide ongoing portfolio monitoring and rebalancing services. Our recommendations focus on diversification and long-term growth potential within regulatory frameworks.
Compliance Services
Expert assistance with financial regulations including pension auto-enrolment and tax legislation. We help businesses implement compliant financial practices while providing documentation and reporting support. Regular updates ensure continued adherence to evolving regulatory requirements.
Questions
What financial services do you offer individuals?
We provide investment planning, pension advice, retirement strategies, and comprehensive financial planning tailored to personal circumstances and goals.
Do you work with small businesses?
Yes, we specialise in pension compliance, employee benefits, and business financial planning for small to medium-sized enterprises.
Are you regulated by any financial authority?
We are authorised and regulated by the Financial Conduct Authority (register number 220500).
How do you charge for your services?
We provide written fee estimates before starting work, with charges based on the complexity and scope of required financial advice.
Can you help with pension auto-enrolment?
Yes, we provide specialist guidance on implementing and maintaining compliant pension schemes including auto-enrolment requirements.
How are investment decisions made?
We assess your financial goals and risk profile, then recommend diversified investment strategies with ongoing portfolio monitoring and adjustments.
