Financial Advisers in Swindon

Independent Financial Advisers based in Wiltshire

Welcome to Anderson Wealth Management, a family run, independently owned Financial Services Firm.

We offer a wide range of specialist services; Advice on Investments, Insurance, Inheritance Tax, Pensions & Retirement Planning and Mortgage Planning from the Whole of the Market.

Mortgages

Buying your home is often seen as the biggest financial commitment you will ever make so getting the right mortgage is important, with so many different types of mortgage to choose from, how can you be sure of which is right for you?

Retirement & Pensions

One of the biggest goals in life is a happy, comfortable retirement. At whatever age you plan to retire, you will want to ensure you have enough money to go with your new-found way of life...

Investment

The objective of the advice service that we provide is to put in place product solutions to enable you to meet your financial goals and then regularly review the performance of those solutions to help you to remain on track. In order to achieve this, we follow the process set out below.

Protection

We understand the importance of protecting yourself, your family or your business against the unexpected, but with a host of different solutions to choose from, it's hard to know which suits you best...

Our clients are a mixture of Private Individuals and Business Owners who understand that by seeking our professional advice, they can harness the full potential of their financial affairs.

We offer a wide range of specialist independent services, including advice on Investments, Pensions & Retirement, Borrowing, Insurance and Inheritance Tax planning.

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 changing circumstances and objectives, as well as developments in economic conditions, legislation, taxation, and financial products.

*The FCA does not regulate some forms of tax planning

How we do it?

“Joe is extremely knowledgeable in his profession and never promotes a particular product unless he truly believes it is the right product for the purpose. He is calm, structured and efficient. His office back up are also efficient,approachable and friendly.”
S Smart
"Joe's experience exposed me to investment considerations that I had not previously envisioned that were by far the better options for my needs"
J Vincent
“Joe listens carefully and takes time to understand our wishes and needs. He's always got time to consider our position, explore new ideas and give us his advice""
G Eccleston
“We were both very happy with the outcome of Joe's support, he shared all the relevant documents that were required and took a lot of the leg work out of the process by doing this on our behalf. We wouldn't have been able to access the particular mortgage that we took out without going through Joe, so we are very grateful for his efforts”
L Happe

Send us a message

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Anderson Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England.Registered Office: Unit D1, London Road, Marlborough, Wiltshire, SN8 1LH No: 08318838