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. Treating customers with fairness and respect is central to our philosophy. We recognise that every one of our clients is unique in their financial situation and requirements and therefore we focus on you as an individual, and tailor our advice and services accordingly.
In principle it is easy to understand and accept the need to make plans for your financial future. However in practise the variety and complexity of options makes it difficult to identify a strategy that best suits the needs of you and your family. The constant fluctuations of the global markets as well changes in your own circumstances can be a distraction in achieving your long term goals.
The experienced team at Anderson Sinclair & Co LLP will help you understand the issues you face. We will discuss the options available to you and put together a clear plan of action to help you achieve your financial objectives. We have no ties to any other companies or product providers so you can be assured that the advice we give is independent and unbiased.
It is important to note that the value of investments can go down in value as well as up, so you could get back less than you invest.
Advice is a personal recommendation from an Adviser which will be presented in writing and clarify any associated risks and costs involved.
Anderson Sinclair & Co. LLP are authorised and regulated to give advice by the Financial Conduct Authority. You can check on an individual’s registration on the FCA website
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit Financial Ombudsman Service