Updating you on our operational plans through the Covid 19 outbreak
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 remotely to new and existing clients. We have also launched a series of Digital Magazines which covered topics such as Investment & Retirement Planning advice, Mortgage Holidays, and guidance around Government support for the self employed, these magazines are free for you to download here from our website blog: https://www.andersonwm.co.uk/blog/
Anderson Wealth Management staff are now back working in the office, and we are delighted to have seen a return in customer enquiries to pre covid19 levels.
Most of our team will be working part time to reduce numbers in the office and ensure we adhere to social distancing rules. For the time being we will not be meetings clients face-to-face in the office unless absolutely necessary, although we are happy to visit you in your home/garden if suitable for you, please do not visit the office without making a prior appointment with us first.
With kindest regards
The AWM Team
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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