Business Details
50+ Years
experience
Trusted Independent Financial Advisers in Leatherhead
Established in 1970, Anderson Sinclair has built a reputation as an independent, family-run financial advisory firm based in Leatherhead. Our core philosophy centres on delivering impartial, high-quality financial planning tailored to individual client needs. With over five decades of experience, we prioritise long-term client relationships, underpinned by transparency, professionalism, and a commitment to treating clients fairly. Our services span pensions, investments, mortgages, and financial planning, supported by our status as authorised and regulated advisers under the Financial Conduct Authority.We serve clients across the South-East of England and globally, maintaining a personal touch despite our international reach. Our process involves comprehensive analysis, risk profiling, and ongoing reviews to ensure strategies align with evolving client goals. As a family business now managed by the second generation, we combine continuity with adaptability in addressing modern financial challenges.
Services
Financial Planning
Investment Advice
Pension Advice
Mortgage Advice
Regular Reviews
Details
- Year established: 1970
Highlights and features
- We have over 50 years of experience in independent financial advisory services.
- Our family-run business prioritises long-term client relationships and transparency.
- We are authorised and regulated by the Financial Conduct Authority.
- Our advice is entirely independent, with no ties to product providers.
- We tailor strategies to individual client needs through detailed risk analysis.
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
Our financial planning service creates tailored strategies to meet long-term goals. We analyse your circumstances, risk tolerance, and objectives to develop actionable plans. Ongoing reviews ensure adaptability to market changes and personal circumstances.
Investment Advice
We provide impartial investment recommendations aligned with your risk profile and financial aims. Our research-driven approach identifies suitable market opportunities. Regular monitoring ensures your portfolio remains optimised for growth and stability.
Pension Advice
Our pension advice service helps maximise retirement savings through tax-efficient strategies. We assess current provisions and recommend adjustments to meet future income needs. We specialise in navigating complex pension regulations.
Mortgage Advice
We offer tailored mortgage solutions, comparing market rates and terms to find optimal deals. Our advice covers first-time purchases, remortgaging, and buy-to-let investments. We simplify the application process while ensuring affordability.
Regular Reviews
Scheduled reviews track progress towards financial goals and adjust strategies as needed. We reassess risk profiles, update financial plans, and address life changes. This ensures continued alignment with evolving personal and market conditions.
People
Innes Anderson
Founder
Co-founded Anderson Sinclair in 1970, establishing its reputation for independent financial advice. With decades of experience, he shaped the firm's client-centric ethos and remains a key partner guiding its strategic direction.
Pamela Anderson
Founder
Co-founder instrumental in building the firm's expatriate client base. Her focus on personalised service laid the foundation for the company's enduring commitment to tailored financial solutions and client trust.
Gavin Anderson
Managing Partner
Second-generation leader overseeing daily operations and client relationships. He maintains the firm's independent ethos while integrating modern financial tools to enhance service delivery and strategic planning.
Ross Anderson
Managing Partner
Co-managing partner with expertise in investment strategies and pension planning. He ensures the firm's advice remains aligned with regulatory standards while prioritising client education and long-term financial security.
Questions
What areas do you serve?
We primarily serve Leatherhead, Guildford, Kingston, Weybridge, Cobham, and surrounding areas in the South-East of England, with a global client base.
Are you regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) to provide financial advice.
What services do you offer?
We specialise in financial planning, investment advice, pension planning, mortgage guidance, and ongoing portfolio reviews tailored to individual needs.
How do you ensure advice remains impartial?
We have no ties to product providers, ensuring all recommendations are independent and based solely on client objectives and market analysis.
What is your approach to financial planning?
We use a seven-step process including risk profiling, goal setting, market research, and regular reviews to create adaptable, client-focused financial strategies.
Can I get a free initial consultation?
Yes, we offer a free, no-obligation initial meeting to discuss your financial situation and determine if our services align with your needs.
