Client Stories

See what our clients' think about us...

What were the circumstances that caused you to look for a Financial adviser?

I was looking for a tax efficient manner in which to invest a large lump sum as well as make routine investments over a 20+ year period. After being let down by a large national financial institution, I looked for a local, family-orientated financial advisor and Joe has so far absolutely delivered: arriving exactly on time, catering for my needs and…

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Planning for the Future

I wanted advice on investment and retirement planning, I am so busy with my own business and family that I don’t have the time to sit down and organise this, so I needed an outlet and a professional I could rely upon.I was recommended to Anderson Wealth by our Accountant. I visited their offices and had a 1 hour private consultation with Joe, at their…

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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

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