About the Business
Anderson Lloyd LLP is a team of independent financial advisers. We’ve been established in our Truro offices, just off Lemon Street, for 13 years and are just as committed to providing top quality advice now as we were on day one. In that time, we’ve grown to be one of the largest financial advisory firms in Cornwall.
We’re not owned by an external company and you’ll see when dealing with our firm that it’s a friendly, collaborative environment. We like to keep things transparent and work with your best interests in mind to help you make the most of your money.
We can help you with all of your financial planning needs and will begin by appointing you your own dedicated independent financial adviser. Their job will be to listen to you in confidence, review your situation and devise a plan moving forward. We pride ourselves on the many long term client relationships we maintain. As such it’s important that we’re fully aware of your financial needs and future aspirations so that the programme we design works for you and helps you on the road to financial security.
Business Services
Investment and Portfolio Management
With access to the whole of the investment market, we are not tied to any one product provider or investment house and can therefore offer impartial, qualified advice for all your investment needs.
Whether you require access to specific investments or would like a bespoke, discretionary managed portfolio, Anderson Lloyd's independent financial advisers can help.
Commercial Mortgages
As FCA regulated commercial mortgage brokers, the team at Anderson Lloyd have the experience and qualifications to help you secure a commercial mortgage.
We are independent, whole of market brokers - who act on your behalf finding the most suitable commercial mortgage. This means that we have access to all of the main high street commercial and niche lenders.
With commercial mortgages there is not a one size that fits all, as every business is different - lenders will want to know how your business operates. Our financial advisers will go through a detailed fact find with you, allowing us to understand your new business plan or existing business model.
The commercial mortgage market is segmented, with lenders having their own specific criteria. Our advisers will use their expertise to research the most suitable lender for your requirements. This initial understanding of your needs will help you save time and money, as our advisers will only approach the lenders they feel will offer you the most competitive and suitable mortgage.
Applying for a commercial mortgage is about painting a picture of your business in the correct manner to lenders. Our advisers are always up to date with the commercial mortgage market and know what each lender is looking for – aiding you in presenting your case and outlining the necessary requirements.
We offer a free initial meeting, and are here to help with all your finance needs.
Gallery
Location & Hours
Strangways Terrace
Truro, TR1 2NY
