Your trusted partner for a secure financial future
A Family-Run Financial Planning & Investment Advisory Firm in Leatherhead
Anderson Sinclair & Co LLP is a well-established financial planning and investment advisory firm based in Leatherhead, serving clients across Leatherhead, Guildford, Kingston, Weybridge, Cobham, and the surrounding areas. Founded in 1970, the company has a proven track record of providing personalized financial guidance and security to individuals and families for over 40 years.
Our Philosophy
We believe financial planning should be accessible, understandable, and tailored to each client's unique needs and aspirations. Our approach is built on:
- Mutual trust: We foster strong relationships built on open communication and transparency.
- Professionalism: Our experienced advisors hold the highest qualifications and adhere to strict ethical standards.
- Approachability: We pride ourselves on offering personalized, jargon-free guidance.
Our Services
We offer a comprehensive range of financial services to meet your individual needs, including:
- Pension advice: Optimize your workplace pension and make informed decisions about your future income.
- Investment advice: Create a personalized portfolio that aligns with your goals and risk tolerance.
- Financial planning: Develop a holistic plan for your financial future, encompassing investments, retirement planning, estate planning and more.
Our Commitment
At Anderson Sinclair & Co LLP, we are committed to:
- Treating clients with fairness and respect.
- Providing clear and concise explanations of our services and recommendations.
- Offering flexible and transparent fee structures.
- Maintaining open communication throughout the process.
Our History
Since its inception in 1970, Anderson Sinclair & Co LLP has earned a reputation for excellence in financial planning and investment advice. Today, the firm is managed by Gavin and Ross Anderson, who continue to uphold the values established by their parents, Innes and Pamela Anderson.
