Anderson Wealth Management Ltd

Independent Financial Adviser  Market House Business Centre, Swindon, Wiltshire, SN3 1QY
check
FCA authorised
Last authorised 20th January 2020
AWM are a Financial Planning Consultancy specialising in Retirement Planning, Investments and Inheritance Tax Planning
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
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
  • icons
    Face to face

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

Similar advisers near you

Independent Financial Adviser 0.15 mi
Our Chartered status is a reflection of the quality of independent financial advice we provide.
 
Independent Financial Adviser 0.74 mi
Our Chartered status reflects the industry’s gold-standard. You can feel confident that we are committed to providing the best advice.
 
Independent Financial Adviser 0.77 mi
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
 
Independent Financial Adviser 0.86 mi
Independent financial planners and mortgage advisers who utilise the latest software to maximise value for money. Future Planning works different to many other advisory firms in the sense we focus on you and your goals. We listen really well and everything we do is conducted by keeping the client as our highest priority. We pledge to only ever tell our clients the truth and being truly independent means that we are not working on behalf of anyone else but you. We have a passion for delivering good advice and seeing every client we work with lead a more fulfilling life. We work with both individuals, businesses and business owners to help save for retirement, save tax, ensure that what is most important to you is protected, should the worst happen and plan for their next generation with estate planning services where required. Recent awards for advice and financial planning include: - Wiltshire Business Awards 2019 finalists - The highest rated advisory firm in Wiltshire by VouchedFor. - Being rated as a UK's Top Rated Adviser for every year since 2013 up to this year, inclusive. - Nominated in the Unbiased 2015 Media Awards for several categories including "At Retirement Adviser of The Year" & "Pension Adviser of the Year". - Regularly appearing on national publications - We have a five star Trustpilot and VouchedFor rating Visit our website for verified client reviews: <url hidden>