Anderson King

Who we are

Based in North Hampshire, Anderson King is an independent financial planning business built on decades of expertise and a genuine desire to empower our clients. We believe in building lasting relationships built on trust and providing personalized financial guidance that aligns with each individual's or businesses unique goals.

What we do

We offer comprehensive financial planning services to individuals and small to medium-sized businesses. Our services are tailored to:

For Individuals

• Financial planning and goal setting: We help you define your financial goals and create a customized plan to achieve them.
• Investment planning: We assist you in building and managing a diversified portfolio that aligns with your individual risk tolerance and financial goals.
• Retirement planning: We guide you through the complexities of retirement planning, including maximizing your pension contributions and understanding your options.
• Tax planning: We streamline your tax planning and help you minimize your tax burden.
• Estate planning: We empower you to make informed decisions regarding your estate and financial legacy.

For Businesses

• Retirement planning for employees: We design and implement tailored retirement plans to attract and retain talented employees.
• Business succession planning: We guide you through the process of planning for the transition of ownership or management of your business.
• Financial risk management: We assess and mitigate financial risks associated with your business operations.
• Financial analysis and reporting: We provide insightful financial data and reports to help you make informed business decisions.

Our Values

Our core values underpin our commitment to providing exceptional client service:

• Integrity: We operate with honesty, transparency and accountability in all our financial planning engagements.
• Client-centeredness: We prioritize your needs and goals, ensuring your financial plan is aligned with your specific circumstances and aspirations.
• Professionalism: We maintain the highest ethical standards and adhere to industry regulations.
• Accessibility: We are committed to clear and concise communication, ensuring you understand every aspect of your financial plan.

Join us on your journey to financial security and success!