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Welcome to Anderson Wealth Management

We are a Financial Advisory Firm based in Swindon, and managed by Joe Anderson, a fully qualified Financial Planner and an Independent, Whole of Market Mortgage Adviser.

We specialise in providing a trusted service to our clients, which is tailored to their specific needs and requirements. After all, nobody has the same goals, aspirations and ambitions in life, therefore Anderson Wealth Management understand the need for a unique, personal service and impartial financial advice.

Whether you're looking for a pension plan to assure your future retirement ambitions, or you are looking to build a fund for your children's education, we have access to a range of solutions that can assist you in future financial planning.

It's never too early to start planning. Speak to us about:

  • Pensions*
  • Investments*
  • Mortgages**
  • Personal protection
  • Business protection
  • General insurance
  • IHT mitigation strategies
  • Estate planning***


Anderson Wealth Management strongly believe that financial planning fundamentals are built around personal service and regular reviews.

Anderson Wealth Management is a trading style of Joe Anderson who is an appointed representative of Intrinsic Financial Planning Ltd who are authorised and regulated by the Financial Services Authority. Intrinsic Financial Planning Ltd is entered on the FSA register (http://www.fsa.gov.uk/register) under ref 440703

* The value of the investment can go down as well as up and you may not get back as much as you put  in.
** Your home may be repossessed if you do not keep up repayments on your mortgage.
*** Estate Planning is not regulated by the FSA.

 

Financial advisor - Swindon, Wiltshire - Anderson Wealth Management - Financial advise

Take control of your future today. Call us for more information on
01793 324084

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