Based in Wiltshire, Anderson Wealth Management is an independently owned, family run Financial Planning Practice.
Our clients are a mixture of Private Individuals and Business Owners who understand that by seeking our professional advice they can relieve themselves from the stress of complex financial matters.
We are a family run business with over 35 collective years experience in managing and dealing with complex financial matters. From Wealth Management to Mortgage Planning, Investment Planning to Retirement Planning; over the years we have become an integral part of our clients financial strategies.
Our focus is on building long-term relationships, with an emphasis on a personalised, professional service - we put our client's best interests at the heart of everything we do.
My focus is on professional Financial Planning, this entails helping clients' achieve their long term financial aspirations by arranging and organising their affairs efficiently, enhancing wealth in the present, and in the future.
I specialise in Retirement Planning, Investment Advice & Inheritance Tax Planning.
When I'm not working I enjoy watching and playing various sports, and spending time with my wife and two young daughters.
To find out more information about me, including client testimonials, please see my independent Vouched For page here
I have been working in the financial services sector for over 20 years, my role is to continue to provide specialist advice in both residential and commercial borrowing. With so many loyal clients of Anderson Wealth Management, my focus is ensuring our clients’ aspirations and expectations are fulfilled.
Loves – family, cooking and golf.
I joined the family business in 2010; my working life prior to that was largely spent in Finance and Personnel roles. I manage the accounting and reporting side of things, and support Joe with the Investment administration and ongoing client reviews.
Family and work take up the majority of my time; outside of this I am a keen distance runner and currently training for my 9th Marathon, 1st 40 mile run and Triathlon!
I have been advising on mortgages for over 5 years, my aim is to help clients reach their financial goals, whether it be purchasing their first property or moving up the property ladder and achieving their dream family home. My objective is to provide sound and relevant advice to all clients whilst understanding their individual needs.
I joined Anderson Wealth Management in January 2019 after having the firm strongly recommended to me. I began by working for a paraplanning firm. Following the my work as a paraplanner, I wanted to work closely with an adviser to further my experience in the financial sector, Anderson Wealth Management invited me into a Job role that worked for both the business and still supported me while I study towards my Diploma in Financial Planning. I have a growing interest in financial planning and am looking to develop my knowledge of the industry while gaining as much experience and learning from the professionals at Anderson Wealth Management. I support John with the mortgage administration and work on the product transfers within the business. I very much enjoy working for the firm, and look forward to a long working relationship.
A little about me, I try and spend as much time as I can with friends and family being social, I have a keen interest in Football, Golf and Travelling
I’ve been a friend of the Anderson family for a number of years and I joined the business in April 2016. Initially I worked as an Administration Assistant to the Mortgage Brokers, but as the team has grown over the years my role progressed into a Broker Support Manager. As well as ensuring the admin and office processes are working smoothly, another role I have recently taken involves advising on Protection (Insurance). The Protection role ensures our clients are aware of their protection needs in relation their home, employment, health, life and family, and we aim to help clients protect these valuable assets now and in the future.
My career first started in Financial Services Administration, but I have since had varied roles in other fields such as; Personal Assistant, Product Sales Manager and Buyer, for a number of years I worked as a Business Development Manager traveling around the UK. I’m am pleased to have returned to Financial Services Industry and am working towards a CeMap Mortgage Adviser qualification.
I joined the business in February 2018. My role is to provide administrative assistance to the Mortgage Brokers John,Jason and Stuart. I enjoy my responsibilities which involve liaising with Clients, Mortgage Providers and Solicitors. My aim is to always provide our clients with the best service possible to ensure their business with us is a smooth and easy process. Previously I have worked at an estate agents and a solicitors, which has given me the opportunity to fully understand the elements of the mortgage process from start to finish, and gives me the confidence and competence to help our clients.My free time is taken up by my 2 children, the gym and spending time with friends and family
The purpose of this is to identify your personal needs and objectives, establish what benefits would result from using our services, outline our associated costs and give you the opportunity to appoint us, this consultation is free of charge.
This could involve a specific review of your current arrangements and circumstances in relation to particular issues you feel require attention or could involve your entire financial situation.
Using the results of our review process we will then carry out product research to enable us to identify the most suitable recommendations to help you to achieve your personal financial needs & objectives. This will involve a lengthy review of your existing arrangements, market research and fund analysis.
We will present back to you our report detailing the results of our research & personal recommendations including specific product solutions that will support you in achieving your personal needs & objectives.
This process only begins once we have your agreement on the arrangements to be put in place. This involves arranging investments or other products on your behalf, as required, and may extend to implementing a specific financial planning process, such as estate planning. We will act as the intermediary between the product provider(s) and you with a view to arranging the purchase of the Retail Investment Products as we have agreed.
Ongoing relationships with our clients have always been integral to our business, as we believe that it can add significant value to both individuals and businesses. Dependent upon client circumstances the ongoing relationship may vary but the main purpose of this is to monitor your ongoing circumstances to ensure that our recommendations continue to meet your requirements and specific objectives.
We offer a wide range of specialist services. Advice on mortgages, investment, protection, Inheritance Tax planning and Retirement, including all types of pension schemes.
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?
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...
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.
“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
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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