About us

Your goals are our priority

We’ve come a very long way since our founder, Joe Anderson, established Anderson Financial in 2003, and we’re immensely proud of what our small but mighty team has achieved. Our specialists are our pride and joy, and we take great care in delivering a personable service to every single client.

It’s our mission to provide first-class financial advice to clients of all ages. Whether you’re in your twenties with little financial knowledge or approaching retirement having managed your own financial affairs, our highly qualified team is focused on making the right decisions for you.

We won’t just deliver advice and leave you to it. We value our relationship with you and go above and beyond to provide ongoing advice by holding regular reviews and keeping in contact. We’ll always be there at the other end of the phone, and we will re-evaluate your goals if your circumstances were to change.

When you find people as passionate about their work as we are, you know that you and your finances are in safe hands.

Meet the team

“I love meeting people from all walks of life and building long term relationships with them.“

Jon Mulshaw

Financial Planner
If you’re looking for retirement advice or estate planning, Jon is here to guide you on the right path and help you prepare for the future.
Meet Jon

“I have really enjoyed building my business over the years; retaining long term clients, many of whom have become my friends.“

Joe Anderson

Founder & Financial Planner
With 28 years of experience working in financial services under his belt, Joe now specialises in pensions and investments.
Meet Joe

“"I love working working with financial advisers."“

Debs Morgan

Compliance Consultant
Debs works closely with our business to help us identify and solve our compliance problems, enabling us to focus on what we do best.
Meet Debs

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.