Anderson Sinclair & Co LLP

Independent Financial Adviser  The Leatherhead Institute, Leatherhead, Surrey, KT22 8AH
First meeting at adviser's own cost
A family-run firm providing professional, personalised and independent advice since 1970. Contact us to discuss your Investment and Pensions.
We can advise you on
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Stakeholder
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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ISA / Unit Trusts / OEICs
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Investment trusts
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OEICs
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Unit trusts
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Savings for children
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Group Pension/Stakeholder
Response rating
7.0/10
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FCA authorised
Last authorised 10th February 2020
Meet our advisers
Gavin Anderson
Partner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Ross Anderson
Partner

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

About us

Established in 1970, Anderson Sinclair & Co LLP is a true family business with a commitment to friendly, long-term client relationships. A large number of our clients have found us through personal recommendations, thanks to our commitment to a personal service based on fairness and respect. Together the current partners have over 60 years of industry experience between them, and take genuine pleasure in delivering financial plans that really work. You can find our offices in London, Cranleigh and Leatherhead.

Our services

Come to us for advice on your investments, pension, mortgage and protection needs – but most of all for an all-round service that takes care of every aspect of your finances. Our goal is to give you true value for money. In our first meeting (which is free of charge) we will discuss your needs and the scope of our offering. If you decide to proceed, we will then agree on a suitable service proposition and agree all fees in advance. We will work with you on an ongoing basis to ensure your financial plan remains suitable for your needs.

Where to find us

The Leatherhead Institute, 67 High Street, Leatherhead, Surrey, KT22 8AH

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 10th February 2020

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