Young families

Secure your family’s future

Navigating your finances with the addition of young children can be challenging. You want security, stability and enough money to have a comfortable future. We will help your navigate the financial storms of life with expert advice.

We’ll help you with…

Long-term planning

Not only does your money need to work for you now, but it also needs to be working for the future. It’s the best choice you can make.

Protecting your family

Now that you have a family who relies on you, you need to start taking steps to keep them protected if anything was to happen.

Repaying your mortgage

It can be a great idea to pay off your mortgage early to free up monthly cash flow and reduce interest. But what’s the best way to do this?

Understanding pensions

You’ve realised that you should be paying more into your pension. You’re in a comfortable position, so what’s stopping you?

Our services

Protection

We’re here to offer financial advice when you need it most and make our recommendation based on a fair and personal analysis of the market. We provide life cover, critical illness cover, income protection cover and family income benefit so your entire family is well looked after.

Savings & investments

From ISAs to national savings products, we’ve got the toolkit behind us to advise you on where best to place your money. After identifying your objectives and attitude to risk, we’ll consider products from several, but not all, product providers.

Financial planning

Whether your aim is to repay your mortgage early or you’re just saving for a rainy day. We’ll put you on the right track to achieving your goals and support you as you make some of the most important financial decisions you’ll have to make so you can enjoy raising your family.

Pensions

Our advice spans various pension products so whatever stage you’re at in life, we can tailor our advice to suit your unique needs. We’ll provide advice on any tax-efficient benefits available and review your pension pots with you as you move through life and your career.

Your journey

We’re a small and personable team, and this shines through in the service we deliver to our clients. We follow a five-step process which has your goals at the centre of all the work to do. We’ll do everything to ensure you reach them.

Find out more

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
"I and my family have been investing with Anderson Financial Ltd for over 5 years now and I honestly could not have chosen a better organisation to work with. The Anderson Financial team have always made me feel valued regardless of the amount invested and have met my needs time and time again. They are transparent, easy to communicate with  and have consistently kept me in the loop without the jargon that comes with Financial investments. I cannot fault their professionalism and the work they have done for us."

Nimu Chikhlia

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.