Wiltshire based Financial Advisers

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.

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 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, 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

Call us directly or fill out your details and we will contact you as soon as we are available.

Declaration: I understand that by submitting my details you will hold my personal data on your database. An adviser may then be in touch by telephone or email to discuss my potential requirements.

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

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