Why choose us?

We are well equipped

We know that one size doesn’t fit all when it comes to financial advice. We work to understand you and your needs and we receive high praise from all our clients. Whether you’re just starting your first job, raising a family, at retirement or anywhere in between, you can expect us to deliver a service like no other. Here’s why…

We come highly recommended


For us, there’s no bigger compliment than being introduced to a new client by recommendation, and it’s something we see most of the time. You know you’re in safe hands when your closest friends and family put their trust in us.

We’ve got a bit of spice about us


Our team is far from bland, it’s our personalities that make us who we are. We keep things simple and direct, and our clients look forward to meetings with us. We’ll change the way you think about financial planning and enjoy it in the process.

Meet the team

We’ll welcome you with open arms


We take the time to listen and would never make you feel like you’ve asked too many questions. We believe that you shouldn’t have to ask twice, so you’ll get a first-class level of service at every stage of your journey.

We’re big on face to face


Some of us spend more time in front of a camera than actually speaking to someone. We want to meet as many of our clients in person as possible. Yes, we can do Zoom meetings, but ideally we want to build a true relationship with you face to face.

We're real financial planners


We don’t just focus on products and moving your money around. Instead, we focus all of our efforts on your life and your goals. Everything we do is about helping you achieve more of the things that matter with the people you care about.

We're qualified and experienced


With a diverse range of skills and qualifications, our financial planners pass on their valuable knowledge to every client to ensure goals are reached. We continually engage in ongoing professional development so that we can provide both in depth and up to date advice.

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.