How we work with Accountants
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How we work with Accountants

calculatorAnderson Lloyd’s independent financial advisers work with accounts to ensure the best financial solutions, by:

  • Ensuring that both accountants and their clients are aware and up to date with pension legislation.
  • Reviewing pension schemes and making clients aware of the implications of NEST.
  • Ensure that the clients have suitable and up to date policies that meet their objectives.
  • Reviewing clients and reducing the costs of financial products through whole of market access and recommending more streamline products.
  • Making sure that the client is operating their investment portfolios in a tax efficient manner.
  • Communicating changes in financial products.
  • Providing IHT advice and planning tools.
  • Offering technical seminars to our accountant colleagues.


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