Financial Protection & Insurance Planning

How Do We Do It?

We provide Personal and Business Protection advice to suit each type of client:

Personal/Family Protection:

Anderson Wealth Management offer personal protection policies from a selected panel of leading insurers which can pay out a lump sum if you were to die or if you are diagnosed with a critical illness. We can also arrange policies which will pay out a monthly benefit should you be unable to work through accident, sickness or redundancy.
Many people, at all stages of life can benefit from the peace of mind a Life or Critical Illness policy can bring. We’ll help you work out how much cover you need with your policy. In the event of your death, it may not just be a mortgage you want to have repaid, you may want to leave your loved ones enough money to cover income you would have earned, or to pay for University fees for your children.
Life/Critical Illness policies have extra features which can be beneficial for you. It’s important you take advice when arranging a policy of this type so you can be assured you will have the level and type of cover which best suits your needs.

Business Protection:

We offer Protection solutions for all types of business, whether you are a Sole Trader, Limited Company, Partnership or LLP, we can tailor a solution to fit your exact needs. We understand the importance of this type of protection, and what a devastating financial impact a loss of a key person can have on a business. With a business protection arrangement in place, if key people become ill or die, our solutions will enable the business to:

  • Keep trading
  • Replace key individuals
  • Protect corporate debt
  • Buy out a shareholder, or their estate, if they become critically ill or die

We also provide advice and arrangement for the following types of general Insurance from a selected panel of providers:

  • Home Insurance
  • Landlords Insurance
  • Mortgage Payment Protection
  • Accident, Sickness or Unemployment cover

For Commercial Insurance we act as introducers only.

"Professional and friendly. I would highly recommend using Anderson Wealth Management" R Simms

Contact Us
  • “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

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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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