Anderson Wealth Management - Why work with us

Why work with us

We have over 40 years of collective experience working with all types of people, including private individuals and business owners. We’re based in Wiltshire and support clients from all over the country thanks to our flexible appointment times either in person, on the phone or virtually.

We pride ourselves on building excellent, lasting relationships with each of our clients, going above and beyond to make sure their best interests are at the heart of everything we do. Whether you need advice on which mortgage is right for you, or how to protect yourself, your family, your business or your home with the right insurance, we’re here for you.

We take the stress out of making financial decisions

When you work with us, we make things easier. We source great offers, make informed recommendations and manage the whole process for you.

We make sense of the technical jargon

We know it's not always easy to get to grips with the details of mortgage products, or to understand which is the best solution for your needs. Thanks to our years of experience, we can tell you what it all means and break it down for you.

We put people first

We’re passionate about expert mortgage advice being available to everyone, so unlike a lot of brokers, we don’t charge fees*. Nothing is too much trouble for us, and we’ll always do everything we can to make sure you get the best outcome possible.

*In most cases we don’t charge fees, as we work on commission. For smaller purchases, a small fee may be applicable, which we’ll agree with you before carrying out any work on your behalf.

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How we work

We don’t believe in overcomplicating things, so we make working with us as straight forward as possible.

Step 1
We get to know you

We start by understanding your needs and what you’re looking to achieve with a short fact find.

Anderson Wealth Management - Why work with us
Step 2
We research the best solution

Using our expertise, we find the best products for you and share our recommendations.

Anderson Wealth Management - Why work with us
Step 3
We make it happen

Once you agree you’re happy for us to proceed, we help you through the whole process including liaising with solicitors, providers and estate agents.

Anderson Wealth Management - Why work with us
Step 4
We keep in touch

We know ongoing relationships are the best way for us to add value. Our service includes reviewing your mortgage in the future, keeping you on the best rate possible – free of charge*. We’re with you every step of the way.

Anderson Wealth Management - Why work with us

What our clients have said about working with us

Can’t recommend this company enough, especially Jason who has arranged a couple of mortgages for me now. Very friendly and works very hard to find the…

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- M “mc2554” C

Anderson Wealth are amazing, nothing is too much for them, friendly, honest, trustworthy, I thoroughly recommend them, thanks so much for all your help.

- Karl Ballard

If you value your time, your sanity and mental health then use Anderson Wealth Management! We couldn’t recommend them highly enough. Fantastic service.

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- Keila Espinosa

Excellent from start to finish. Easy to work with and everything is well detailed out. Thankyou

- Dan Mancari

Highly recommend using Anderson Wealth.
Emma Barrett in particular was absolutely fantastic.
Always there to answer any queries.
The…

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- Delrae Yon

Fantastic service from start to finish. Quick to respond to queries and kept me updated throughout the whole process. Have used multiple times and will…

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- Sonah Paton

We’re here for everyone, no matter the circumstance

If you want to see how we can help you, get in touch with us. We're always here for expert, friendly, free* advice.

Call us on 01793 741441, or use our contact form.

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Do you want to see how we can help you?

Use the form below to leave us your details and a member of the team will get back to you.


Or you can call us on 01793 741441.

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