A financial planning practice

with over 30 years of experience, based in the heart of the Cotswolds.

We have

successfully helped over 1000 clients create a financial plan for their future


over 200 years combined experience

And Are

responsible for advising and managing circa £150,000,000 in client assets

Our Services

We provide expert advice to our clients, helping them achieve their financial goals and secure their financial future.

Whether you are planning for retirement, saving for your child’s education, or looking to grow your wealth, we are here to help.

Investing for the future

We believe that investing is not merely about making smart decisions with your money today, but also about securing a prosperous and fulfilling future. We understand that everyone has unique goals, dreams, and financial circumstances. Our mission is to guide you through the intricacies of investment planning, helping you navigate the ever-changing landscape of markets and opportunities.

Retirement Planning

We understand that retirement is not just a distant milestone, but a significant phase of life that requires careful preparation. Retirement planning is the process of creating a roadmap that allows you to maintain your desired standard of living, pursue your passions, and enjoy a worry-free future. We believe that everyone deserves a comfortable and fulfilling retirement, tailored to their unique needs and aspirations. Our experienced team is here to guide you through the complexities of retirement planning.


Mortgage advice is more than just finding the best interest rate; it’s about guiding you through the entire process, empowering you to make informed choices that align with your long-term goals. Our experienced team is here to demystify the complexities of mortgages, helping you navigate through various loan options, terms, and repayment plans. We take the time to understand your unique circumstances and financial objectives, ensuring that the mortgage solution we recommend is the best fit for you.

Personal & Business Protection

We offer comprehensive personal and business protection advice to safeguard your financial well-being. As trusted financial advisers, we understand that life is full of uncertainties, and it’s crucial to protect yourself, your loved ones, and your business against unforeseen circumstances. Personal and business protection advice goes beyond insurance policies; it involves a holistic assessment of your unique risks and developing a tailored protection strategy.

Alison | Worcestershire

“I have used financial advisers for many years and cannot think of anything Sanderson could have done better from our initial meeting to annual reviews and keeping me up to date with the progress during my change from being employed to taking early retirement.”

Jacqueline | Cirencester

Sadly, my Husband died before this could be achieved. William managed to sort the pension so I could benefit. Many obstacles were put in the way but Williams professionalism and patience succeeded in the end.

Simone & Dave | Droitwich

Thank you for your help Mike. We knew we would be a difficult task, but you handled it expertly and with compassion. Thank you again. We love our new home.

We believe in transparency, integrity, and putting our clients first.

Our goal is to build long-lasting relationships with our clients based on trust and mutual respect. We are committed to providing you with the highest level of service and expertise, helping you achieve your financial goals and dreams.

At our firm, we understand that each client has unique financial needs and goals.

That’s why we offer a personalized approach to financial planning, tailored to your individual circumstances. Our team of experienced financial advisors is dedicated to helping you navigate the complex world of finance and investment, providing you with the knowledge and guidance you need to make informed decisions.

How can we help you?

Contact us today to schedule a consultation and take the first step towards securing your financial future.