Anderson Sinclair

A Family-Run Financial Planning Firm in Leatherhead

Established in 1970, Anderson Sinclair & Co LLP has been guiding individuals and families in Leatherhead and surrounding areas towards secure and prosperous financial futures. Guided by the principles of trust, professionalism, and approachability, we are dedicated to providing bespoke financial plans that cater to your unique needs and aspirations.

Our Mission

Our mission is to forge long-term relationships with clients by offering personalized financial planning and investment guidance. We believe in empowering you to take control of your financial future by:

• Understanding your individual needs and goals
• Providing clear and concise explanations of complex financial concepts
• Presenting tailored plans with transparent costs and potential risks
• Collaborating with you every step of the way

Our Services

We offer a comprehensive range of services to address every aspect of your financial life, including:

Pensions

• Pension advice and guidance in Weybridge and surrounding areas
• Review and optimization of existing pension plans
• Advice on making the most of government schemes and contributions

Investments

• Comprehensive portfolio analysis and review
• Tailored investment strategies based on your risk tolerance and goals
• Ongoing monitoring and review of your investments

Other Services

• Mortgage advice and planning
• Estate planning and inheritance guidance
• Financial planning for businesses
• Regular reviews and updates to ensure your plan remains relevant

Our Approach

We treat every client with fairness and respect, recognizing that each individual's financial situation and goals are unique. We take the time to listen to your concerns, understand your aspirations, and develop a tailored plan that aligns with your specific needs. We are committed to transparency and open communication throughout the process, ensuring you are fully informed and empowered every step of the way.