Welcome to our latest edition. In this edition we will explore:Inheritance Tax PlanningYou’ve worked to create a legacy for the people you care about. But have you put in place plans so that your loved ones can receive the most from the estate you intend to leave behind? Even if you believe you have moderate wealth you may still need to take action…Read More
Our guide to Budget 2021 aims to provide a clear and concise commentary of the main Budget proposals, focusing on the issues pertinent to you, your family and your business.Delivering the Budget in Parliament on 3 March 2021, Chancellor of the Exchequer Rishi Sunak said, ‘This Budget meets the moment with a three-part plan to protect the jobs and livelihoods…Read More
Welcome to our latest digital magazine edition for January 2021 - 'New Year, New Start to your Finances'.In this issue we look at: - Tax saving opportunities - Why 'Cash' may not be 'King' - Understanding the different ways you can access your pension - Be prepared for 'ISA' deadline!and much more! Please click link below to view/download:AWM Digital…Read More
Everyone at Anderson Wealth Management hopes that you and your loved ones have all remained safe and well during the ongoing Covid 19 pandemic.We closed our offices at the start of the lockdown and reverted to home working, and whilst things understandably slowed they certainly did not stop. During this period we have continued to provide our services…Read More
Please click the link below to open our latest edition of 'Investment Insights'In this issue we look at: - What's next for Financial Markets? - Investing Principles - The ever changing market conditions - Creating a 'Goals Based' Financial Road Mapand much more!....AWM Investment Insights Magazine - May/June 2020Read More
Welcome to our COVID-19 coronavirus digital guide to looking after you, your family and business.The rapidly developing news of the spread of the coronavirus pandemic and how it is impacting on our families, friends and businesses is a huge concern for us all. Understandably, people are worried about the general economic outlook and to their own personal…Read More
You may be aware that on March 17, Chancellor Rishi Sunak confirmed that anyone struggling financially as a result of the Coronavirus outbreak will be able to take a three-month mortgage re payment holiday. A number of lenders had already announced repayment holidays for those affected by Covid-19, but the Government's announcement means ALL lenders…Read More
The AWM Old Town office is now closed until further notice, however we are all working remotely to service the needs of our clients following the advice of the government, as a result of the Corona Virus outbreak.We would like to reassure you by sharing the measures we have put in place to ensure business continuity at this difficult time. - We have…Read More
Although you may not need to contact us at this current time, we thought it pertinent to update you all on our response to the Corona Virus outbreak and the measures we are putting in place to enable us to continue to provide an uninterrupted service, as well as protecting ourselves and our clients: - Firstly, at this present time, the office is…Read More
â€œWhere you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details:
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.
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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