We are an independently owned, family run, business based in Leatherhead and are dedicated to providing our clients with personal financial planning of the highest quality. We believe in delivering sound, impartial financial advice which is based on mutual trust, professionalism and approachability. In principle, it is easy to understand and accept the need to make plans for your financial future. However, in practice, the variety and complexity of options make it difficult to identify a strategy that best suits the needs of you and your family.
Services
Established in 1970, our emphasis on "service and advice" has been the key driver in enabling our business to grow "organically" via referrals from existing clients over the last 40 years. Our mission is to form long term relationships with clients looking for a lifetime partner to help them plan and organise their financial future.
Anderson Sinclair & Co was founded in 1970 by Innes and Pamela Anderson. The company was established at their family home in Leatherhead where business was mainly derived from the expatriate market in the UK and abroad and quickly expanded to require a move to larger premises. The company moved to the Leatherhead Institute in 1970 where it remains based today, and continues to grow successfully.
At our first meeting, which is free of charge and without obligation, we will tell you about Anderson Sinclair and what our service entails. We will also ask you about your situation and put together a preliminary assessment of your requirements. The purpose of the meeting is to establish whether we can work together and whether you can benefit from our service and receive value for money.
Financial Planning requires your participation and starts with the gathering of information about an individual's personal and financial circumstances, their objectives and their attitude to risk. It is only after analysing this information that an appropriate recommendation can then be put forward for discussion.
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