Business Details
50+ Years
experience
Independent Financial Advisers in Leatherhead
Established in 1970, we are a family-run financial advisory firm based in Leatherhead, Surrey. Our core philosophy centres on delivering impartial, client-focused advice grounded in mutual trust and professionalism. With over five decades of experience, we specialise in creating tailored financial strategies that adapt to evolving client needs and market conditions. Our team prioritises long-term client relationships, offering comprehensive services including pension planning, investment management, and mortgage advice. As an independently owned practice regulated by the Financial Conduct Authority, we maintain strict impartiality with no ties to product providers.Our seven-stage financial planning process ensures thorough analysis and ongoing portfolio reviews to align with changing circumstances. We serve clients across the South-East of England while maintaining a global perspective through our expatriate market expertise. Our commitment to transparency includes clear communication of risks and costs associated with investment decisions. We operate from our historic premises at The Leatherhead Institute, continuing the legacy of our founders Innes and Pamela Anderson. Our current leadership, Gavin and Ross Anderson, upholds the tradition of combining generational expertise with modern financial solutions.
Services
Financial Planning
Investment Advice
Pension Management
Mortgage Solutions
Wealth Management
Risk Assessment
Portfolio Review
Retirement Planning
Tax-Efficient Investing
Estate Planning
Details
- Year established: 1970
Highlights and features
- We offer over 50 years of dedicated financial advisory experience
- Our FCA regulation ensures adherence to strict professional standards
- We provide tailored financial strategies without product provider ties
- Our seven-stage planning process guarantees comprehensive analysis
- We maintain personal client relationships through regular portfolio reviews
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
Our structured financial planning process begins with comprehensive information gathering about your personal circumstances and goals. We analyse your financial position and risk tolerance to create tailored strategies. Regular reviews ensure your plan adapts to life changes and market fluctuations while maintaining focus on long-term objectives.
Investment Advice
We provide impartial investment recommendations based on thorough market research and your specific requirements. Our advice considers various asset classes and risk profiles to build diversified portfolios. We continuously monitor investments and adjust strategies to maintain alignment with your financial goals and market conditions.
Pension Management
Our pension specialists help maximise retirement savings through tailored advice on contribution strategies and fund selection. We assess different pension types and tax implications to optimise your retirement income. Regular reviews ensure your pension plan remains aligned with evolving regulations and personal circumstances.
Mortgage Solutions
We offer independent mortgage advice covering residential and buy-to-let financing options. Our service includes assessing affordability, comparing lenders, and recommending suitable mortgage products. We guide clients through the application process while considering long-term financial implications and tax efficiency.
Wealth Management
Our wealth management service integrates investment planning with estate and tax considerations. We develop strategies to preserve and grow wealth across generations using diversified investment vehicles. The service includes regular performance monitoring and adjustments to maintain alignment with your evolving financial objectives.
People
Gavin Anderson
Partner
Gavin Anderson leads client relationships with over 25 years' experience in financial services. He specialises in complex pension transfers and retirement planning strategies while maintaining the firm's founding principles of impartial advice.
Ross Anderson
Partner
Ross Anderson oversees investment strategy and portfolio management. With expertise in global markets and risk assessment, he ensures clients receive up-to-date advice aligned with current economic conditions while maintaining family business values.
Innes Anderson
Founding Partner
Innes Anderson established the firm in 1970 and continues as a guiding partner. His legacy of ethical financial advice and client care remains central to the company's approach, mentoring the current leadership team.
Pamela Anderson
Founding Partner
Pamela Anderson co-founded the business with Innes, establishing its reputation for personal service. She remains actively involved in strategic direction, ensuring the firm maintains its client-focused ethos across generations.
Questions
What financial services do you specialise in?
We specialise in pensions, investments, mortgages, and comprehensive financial planning tailored to individual client needs.
Are you regulated by any financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) since 1970.
Do you work with international clients?
Yes, while based in Surrey, we serve clients globally with expatriate market expertise.
What is your financial planning process?
Our seven-stage process includes information gathering, risk profiling, objective setting, market analysis, implementation, and ongoing reviews.
How do you ensure impartial advice?
We maintain complete independence with no ties to product providers or financial institutions.
How often are investment portfolios reviewed?
We conduct regular reviews agreed upon with clients to adapt to changing circumstances and market conditions.
