Your future in safe hands

We are financial planners based in South West London. We help people from all walks of life feel in control and plan for a fulfilling future.

About Anderson Financial

When you find people as passionate as we are, you know that you’re in safe hands. We provide expert financial advice to clients young and old, and our highly qualified team will be there to make the right decisions for you.

Get to know us

We help people at every stage in life…

Young professionals

We’ll be there to support you as you start understanding your finances in detail for the first time and will create a strategy to achieve your personal milestones.
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Young families

With young children in the picture, your financial security is more important than ever before. We’ll bring you confidence with effective planning for the years ahead of you.
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Business owners

You and your business will be in safe hands as you take the next step. Whether you're a sole trader or a limited company, we can help you plan, not only for retirement, but for the future of your business.
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At retirement

We’ll help you take control of your finances once and for all so you can enjoy your retirement. You’ll finally be worry-free and feel confident about your future.
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Passing on wealth

If you want to help provide for your family in the future, our team will devise a plan to keep your wealth protected.
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Not sure what you need? Let’s talk anyway.

Knowing that you want to use our services is a step in the right direction. We’re always happy to talk to you.

Get in touch

What our clients say

"I decided I needed some financial advice on my investments, I was recommended Jon by my son whom had had dealings with him. Jon’s advice was to consolidate my investments in one place which would be easier to control. I had held these investments since about 1998. This proved to be the right call. This was of great benefit as we needed to help my youngest daughter purchase her first house. Jon’s advice and help made this possible, and I am very grateful to him."

David Gutcher

Client since: 2020
"We needed legal advice as we had funds to invest and asked our bank for a recommendation. The bank manager recommended Anderson Financial Ltd and introduced us to Joe. Joe presented us with various options and the risks involved. Personally I was most impressed because Joe explained everything very clearly. He regularly kept us updated with how our investments were doing and recommended other options when necessary. We have always felt very safe and relied entirely on the company. We have recommended Anderson Financial to some of our friends who are equally happy after many years. We have been a customer for nearly 20 years!"

Kirsti Harewood

Client since: 2003
"I initially approached Jon Mulshaw at Anderson Financial for ways to reduce Inheritance Tax. Following on from his advice and valuation for death duties, I was introduced to one of Anderson's contacts specialising in equity release. I have subsequentially raised money to help my three children by taking out a Lifetime Mortgage on my property. Jon also gave me a lot of help writing a life policy into trust and investing in a tax efficient ISA. All of which should reduce the amount my family will have to pay in tax, whilst also giving them an immediate benefit."

Mr Watson, Teddington

Client since: 2021
"In 2011 I was introduced to Joe Anderson by my brother who had known him for many years. I had sold my house and had some capital to invest in order to increase my income. Since then my capital has maintained its value to within a few thousand pounds despite a considerable sum being taken out each year. Joe’s integrity, reliability and expertise have given me complete confidence in his judgement."

Linda Bywaters – Reigate, Surrey

Client since: 2013
"I was introduced to Joe Anderson in 2020 and was greatly in need of expert financial advice due to a complex situation with my investments. Since then Joe has proved invaluable in spotting unforeseen opportunities and has increased my tax-free income by a substantial amount. Ably supported by Jon Mulshaw, Joe has demonstrated a high level of integrity and competence. As his client I have appreciated his personal approach and understanding of my financial situation and he enjoys my full confidence."

Reginald Haley – Bletchingley, Surrey

Client since: 2020
"I've been with Anderson Financial Ltd for the past seven or eight years, but I wish I'd run across them many years before that. Dealing with Joe and Jon has been a revelation, not just because they've greatly improved my potential retirement income but because it's extremely reassuring to talk directly to proven experts with the patience to keep you in the loop. I'm with them for life."

Steve Cropley

Client since: 2014
"Jon and Joe are both high trust individuals with the attention to detail you would hope for in your financial advisors. They have been managing our pensions for years and spent ages getting to the bottom of my mother’s convoluted investments and trusts, simplifying their management while improving her IHT position. We have referred them to colleagues and employees and would do so again. Jon recently took the time to visit my mother and walked us through a new HMRC reporting requirement that I wasn’t aware of and showed us what we needed to do for trusts they aren’t managing. They have repeatedly gone above and beyond what was expected, their customer service is excellent. I would thoroughly recommend them."

Brian S, Battersea

Client since: 2016

Let's talk

We’d love to hear from you and answer any questions you may have about our services and how we can help you.