Business Details
Your Trusted Financial Partner in Hampshire
Anderson King has been providing independent financial advice for nearly 25 years, combining traditional values with modern technology to serve private clients and small to medium-sized businesses. Our family-run business prioritises long-term relationships built on trust, offering tailored guidance to help clients navigate complex financial landscapes. With decades of collective experience, we specialise in demystifying financial markets and investment options, ensuring clients receive expert advice aligned with their personal goals.Our approach focuses on transparency, with all recommendations confirmed in writing and fees disclosed upfront. We pride ourselves on adaptability, leveraging our size to deliver flexible solutions while maintaining the highest standards of professionalism. Our commitment to client care is evidenced by enduring relationships and consistent referrals, reflecting our dedication to treating every client as family.
Services
Financial Planning
Pension Consulting
Investment Management
Employee Benefits
Auto-Enrolment Compliance
Highlights and features
- We offer decades of independent financial expertise
- Our family business values long-term client relationships
- We combine traditional values with modern technology
- All advice is confirmed in writing with transparent fees
- Our FCA authorisation ensures regulatory compliance
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
Our financial planning service helps individuals and businesses create tailored strategies for long-term financial security. We assess your unique circumstances, goals, and risk tolerance to develop comprehensive plans covering investments, pensions, and tax-efficient solutions. With our FCA-regulated expertise, we provide ongoing support to adapt your strategy as life circumstances evolve.
Pension Consulting
Specialist pension advice covering personal, workplace, and self-invested pension plans. We help clients navigate complex pension regulations, optimise contributions, and ensure compliance with auto-enrolment requirements. Our independent status allows unbiased recommendations across the market to maximise retirement outcomes for individuals and businesses.
Investment Management
We provide strategic investment advice tailored to your financial objectives and risk profile. Our service includes portfolio construction, asset allocation, and ongoing performance monitoring. We focus on diversification and long-term growth while maintaining transparency about fees and investment strategies through regular written reports.
Employee Benefits
Comprehensive advice on designing and maintaining competitive employee benefit packages. We help businesses implement pension schemes, health insurance, and other incentives that attract talent while ensuring regulatory compliance. Our service includes regular reviews to align benefits with evolving business needs and market conditions.
Auto-Enrolment Compliance
Specialist guidance for businesses meeting automatic enrolment obligations. We help employers establish compliant pension schemes, calculate contributions, and maintain ongoing compliance with regulatory changes. Our support includes employee communications and scheme reviews to ensure continued adherence to legal requirements.
Questions
What areas do you cover?
We primarily serve clients in North Hampshire and surrounding areas, providing financial advice to both local individuals and businesses.
Are you regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 220500.
How do you charge for your services?
We provide written fee estimates before starting work, with charges based on the complexity of your financial situation and required services.
What happens during the initial consultation?
Your first meeting is typically free, where we'll discuss your financial goals and explain our approach before any commitment to proceed.
How do you ensure ongoing support?
We maintain regular contact to review your financial plan, making adjustments as needed to reflect changing circumstances or market conditions.
Can you help with business employee benefits?
Yes, we specialise in designing and reviewing pension schemes and employee benefits packages for small to medium-sized businesses.
