Anderson Ross Independent Financial Planners

Welcome
Anderson Ross Independent Financial Planners is an integrated professional services firm in the heart of London's financial distirct Canary Wharf. We provide a range of planning services for individual and corporate clients, a summary of which has been listed under Our Services. We are the closest you get to a One-stop shop in money matters and specialise in advising owner-managers and corporate executives. The way that we work is detailed under a section entitled How we work and another section deals with How we are paid.

The practice was set up in May 1996 and was incorporated in November 1998. In conduct of regulated financial work, it is an Appointed Representative of 2020 Financial Services Ltd., a professional services provider to accountancy and tax professionals, which enjoys a high reputation for its ethics, innovation and quality control.

The founder and managing director of the company is Hossein Ameli-Moosavi, a Certified Public Accountant. Hossein obtained his BA and MA in Economics and has been trained in accountancy, tax and financial services. He started his professional career in September 1983 and has completed Financial Planning Certificate, Advance Financial Planning Certificate and Certificate in Mortgage Advice and Practice. Hossein is an Associate of The Institute of Financial Planning, an Associate of the Association of Certified Public Accountants and an Affiliated Member of the Society of Will Writers and Estate Planning Practitioners.

The company engages a number of suitably qualified staff who assist in delivering its services and has wide ranging professional associations with strategic partners in most money-related areas.

How we work
As Independent Financial Advisers we are able to analyse your circumstances and make impartial recommendations best suited to your needs and goals. We are able to review your entire portfolio and advise on financial products and solutions available from all providers. We research, compare and select the most suitable solutions currently available, using a multitude of research methods. In this way, you can have confidence in the integrity and quality of our advice and service.

You'll get our help to quickly review your existing financial situation and reach a realistic assessment of your likely needs. We also need to explain our services and their cost to you in greater depth. For these, you'll need to set aside a hour to talk to us - this consultation is free. There's no charge, and no obligation, while we find out together if it's worth going ahead.

Depending on your instructions, we will agree a basis for our remuneration (see the section on "How we are paid?" for more details). We will then carry out a detailed needs analysis based on your current situation, and taking into account any specific plans and/or targets you may have. We can advise you on anything from a short term financial objective to a lifetime financial plan, followed up with regular reviews.

You will receive professional advice about where your financial arrangements are already good, and where they're inadequate (or not covered at all).

You'll also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. And of course it will all be sensibly balanced in relation to your current income and your prospects.

In most cases we are able to make arrangements which clients would not have the time or expertise to make for themselves. Our proposals will be fully explained and costed so that you'll know exactly what and why before you agree to do anything. Why not give us a call or a click?