Anderson Wealth Management are a Financial Planning Consultancy Firm primarily covering Wiltshire, and the surrounding areas, but with a national client base. Our clients are a mixture of private individuals and companies who understand that by seeking our professional advice, they can make the most from their money.
We offer a wide range of specialist services, including advice on investment, retirement, borrowing, protection and Inheritance Tax planning, including all types of pension schemes. Our focus is on both capital enhancement and capital protection.
We believe in providing a high quality service, with the emphasis on building long-term relationships with our clients, and we have suitably qualified and skilled advisers that work together to achieve this.
Through regular reviews we can develop our planning strategies over time to take into account your changing circumstances and objectives as well as developments in economic conditions, legislation (taxation etc), new ideas and financial products.
The FCA does not regulate some forms of tax planning.