Anderson Financial Management Ltd

We have found Anderson Financial Management to be an incredibly professional set up. The staff are very friendly and helpful and we are very pleased with the financial advice we have been given. We would thoroughly recommend this company.

In the past I thought that such services are for the rich people only. Anderson Financial Management proved it wrong. Alena helped to put our family’s finances in order. Her professional advise assisted us to save up for a mortgage to get on a property ladder. My income is protected, ISA and pension are sorted. Effortless!

My husband and I have been clients for a number of years and prior to having a family our needs were predominantly around pension planning which was expertly handled. However, since having two children we really needed support in achieving the right level of protection and Alena looked after us wonderfully. Plus, of course, she reviewed our existing arrangements. What I appreciate most, is how relatable and accommodating the team are in providing great service to a time poor young family! If we couldn't flex appointment times and do them virtually, I feel sure we would have kept deprioritising, so I am really grateful we could access Alena and the teams support and knowledge at times that worked for us. I also know from experience that I can reach out any time with questions which is invaluable in the current financial climate.

Marcus provided me with advice on my retirement plan following a divorce settlement. He was thorough and explained things in a way that made it easy for me to understand. He took the stress out of the process by keeping me updated on the status regularly. Marcus also put me in touch with a solicitor to enable me to update my will. I would highly recommend Marcus to anyone seeking financial advice. Many thanks Marcus, Liz Widdows

having had some experience of both other UK FA's and American ones it is refreshing to be with Anderson Finance where the level of personal service is the main thing that is different to my previous experiences. You can pick up the phone and talk to people who you know and who know your portfolio. It also helps when they take good care of your money as well