Anderson Wealth Management Ltd

Independent Financial Adviser  Market House Business Centre, Swindon, Wiltshire, SN3 1QY
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FCA authorised
Last authorised 10th August 2020
AWM are a Financial Planning Consultancy specialising in Retirement Planning, Investments and Inheritance Tax Planning
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
Joe Anderson
Financial Adviser
About us

We are a Family based Financial Planning firm with a strong ethos of integrity and quality of service, we believe in building long lasting, strong relationships with our clients.

Our services

We understand the need for a unique service, whilst our client's have similar goals, they also have individual circumstances, we tailor our services to suit each individual, one size does not fit all.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

Market House Business Centre, 2 Marlborough Road, Wiltshire, Swindon, SN3 1QY

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