Anderson Financial - Hampton

Anderson Financial is a financial planning firm located at Office 2, First Floor, Anderson Financial, 64 Wellington Rd, Hampton Hill, Teddington, Hampton TW12 1JT, United Kingdom. They can be reached at Phone: 2089430065. More information about the company can be found on their website, Website: andersonfinancialltd.com.

One of the main specialties of Anderson Financial is financial planning. They assist clients in creating and implementing a plan to achieve their financial goals. This may include investment management, retirement planning, tax planning, and estate planning.

In addition to their financial planning services, Anderson Financial has a few other points of interest that set them apart. For example, they have a restroom available for clients.

According to opinions on Google My Business, Anderson Financial has a average opinion: 5/5 from clients. This is a strong indication of the level of service and satisfaction provided by the company.

When researching financial planning firms, it's important to consider a few key factors. First, you'll want to make sure the firm is located in a convenient location. Anderson Financial is situated at a easily accessible address in Hampton, making it a great option for those in the surrounding area.

Another important factor to consider is the firm's experience and expertise. Anderson Financial has a team of experienced financial planners who are dedicated to helping clients achieve their financial goals.

Additionally, it's a good idea to look into the firm's services and offerings. Anderson Financial provides a wide range of financial planning services, including investment management, retirement planning, and estate planning. This makes them a versatile choice for clients with a variety of financial needs.

Finally, it's always a good idea to read reviews and opinions from past and current clients. The opinions: 5/5 from clients on Google My Business speak highly of Anderson Financial's level of service and satisfaction.

Reviews of Anderson Financial

Angela Edwards

5/5

We enjoy working with Jon at Anderson Financial. He has been extremely helpful to us in managing our finances at the beginning of our retirement and in helping us to understand our situation. We feel confident that the arrangements we now have in place will support us to have a secure financial future.

Steve Cropley

5/5

I've been with Anderson Financial Ltd for the past seven or eight years, but I wish I'd run across them many years before that. Dealing with Joe and Jon has been a revelation, not just because they've greatly improved my potential retirement income but because it's extremely reassuring to talk directly to proven experts with the patience to keep you in the loop. I'm with them for life.

Trudy Darley

5/5

We have had our financial affairs with Anderson Financial since 2011 and always enjoyed our meetings with Joe, and respected his advice and opinion and were pleased that our affairs were in safe hands with him.
We have only recently met Jon, and found him to be informed, helpful, kind and wise.
We look forward a continuing relationship.
Charles and Trudy Darley

Nimu Chikhlia

5/5

I and my family have been investing with Anderson Financial Ltd for over 5 years now and I honestly could not have chosen a better organisation to work with. The Anderson Financial team have always made me feel valued regardless of the amount invested and have met my needs time and time again. The team have been transparent throughout, easy to communicate with, understand and have consistently kept me in the loop without the jargon that comes with Financial investments.
I, like a lot of people do not pay too much attention to the market hence I chose Anderson Financial to care of my affairs and I am really pleased I chose them.
I can not fault their professionalism and the work they have done for us; the growth in our funds says it all!

Tóth Kinga

5/5

I get in touch with Jon and his company through a trusted friend and I was really satisfied with Jon's advice. He provided a great service to me, listening and carefully measuring up my financial and life situation and advised me the best available options. I would highly recommend him if you need any financial advise.

John Watson

5/5

I initially approached Jon Mulshaw at Anderson Financial for ways to reduce Inheritance Tax. Following on from his advice and valuation for death duties, he helped me with an equity release to raise money to help my three children by taking out a Lifetime Mortgage on my property. Jon also gave me a lot of help writing a life policy into trust and investing in a tax efficient ISA. All of which will reduce the amount my family will have to pay in tax, whilst also giving them an immediate benefit.
John Watson

Derek Redfern

5/5

I retired 7 years ago and without doubt Anderson consulting have had a huge positive effect on my income. Not only are Joe and Jon very skilful and professional, they are also good friends. I wholeheartedly recommend them.

Mark Partridge

5/5

Very impressed with the advice given by Jon. He explained everything clearly through each stage of the process and I'm confident my pension is now in safe hands.