Anderson Wealth Management Ltd

Independent Financial Adviser Market House Business Centre, 2 Marlborough Road, Wiltshire, Swindon, SN3 1QY
FCA verified
12th November 2018
AWM are a Financial Planning Consultancy specialising in Retirement Planning, Investments and Inheritance Tax Planning
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • First time buyers
    • Flexible
    • High loan to value
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Joe Anderson
Financial Adviser
Where to find us

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

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.

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

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