Anderson King
  • Home
  • Individual
  • Business
  • News & Events
  • Who We Are
  • Get in Touch
  • Anderson King Independent Financial Advisors - investments and pensions financial planning

    FOR THE INDIVIDUAL

PROFESSIONAL ADVICE AT YOUR FINGERTIPS

We work closely with our clients proving them with both
straightforward and more complex financial advice.

Few people really have the time or inclination to understand the hundreds of financial products currently on the market and the best options to suit their particular needs – to do so would be a full time job. The great news is that our professional advice is there to guide you in selecting the right investment products for you.

What we will provide to you:

  1. Our first meeting is usually without charge

  2. We’ll provide an estimate of our fees to you in writing before we start

  3. We will assess your financial goals and situation

  4. All our advice is confirmed to you in writing

  5. We will ask you to make your investments, deposits, savings and premiums payable directly to the companies we select to manage your money.

  • OUR ADVICE PROCESS

    At the initial meeting, held at the client’s home, place of work, or at our office, whichever is most convenient, an in-depth Factfind is conducted. The information provided enables us to establish the extent of existing financial provision, our client’s attitude to risk, the financial resources available and our client’s financial goals and objectives. Following the Factfind meeting, we prepare a report which illustrates in detail our recommendations. These recommendations will be prioritised taking into account the discussions that have taken place. Once our client has reviewed the recommendations in the report and is sure which are to be implemented, the relevant documentation can be completed. We do not handle any client’s money and all cheques are made payable to the appropriate Insurance Company, Pension Provider or Unit Trust Manager.

  • YOUR PENSIONS AND INVESTMENTS

    Investment is as much about managing the potential downside as it is about targeting potential gains. Generally, higher returns come with higher risk and Anderson King can help you think about your attitude to risk before making any recommendations. We will make sure your portfolio has the right balance for your risk profile, by diversifying across asset classes, regions, providers and products, as applicable. The value of your investments can fall as well as rise and you may get back less than you have invested.

  • REGULAR REVIEWS AND ONGOING ADVICE

    By their very nature, pensions and investments need to be regularly reviewed. Our commitment to our clients is that once we have established any contract we will continue to provide ongoing impartial advice as and when requested right through to retirement and beyond. The frequency of any reviews is decided on by our client.

Anderson King Independent Financial Advisors - investments and pensions financial planning Anderson King Independent Financial Advisors - investments and pensions financial planning Anderson King Independent Financial Advisors - investments and pensions financial planning Anderson King Independent Financial Advisors - investments and pensions financial planning

Address & registered office: First Floor Stanley House, London Road, Hook, Hampshire, RG27 9GA. Anderson King Ltd is registered in England & Wales no. 3678703. Anderson King Ltd is not VAT registered. Anderson King is a trading style of Anderson King Ltd which is authorised and regulated by the Financial Conduct Authority register number 220500.

Home Individual Business News & Events Who we are Get in touch

Privacy | Terms and Conditions

  • Home
  • Individual
  • Business
  • News & Events
  • Who We Are
  • Get in Touch
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish.Accept Read More