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Anderson Wealth Management
Swindon based Financial Planning Consultancy managed by Joe Anderson, a fully qualified Financial Planner and an Independent, Whole of Market Mortgage Adviser.
Our success has been based on three core principles; integrity, professionalism and impartiality, coupled with a creative approach to financial planning and a belief in a bespoke client service.
Who are Anderson Wealth Management?
Anderson Wealth Management are a Financial Planning Consultancy Firm primarily covering Wiltshire, and the surrounding areas, but with a national client base. Our clients are a mixture of private individuals and companies who understand that by seeking our professional advice, they can make the most from their money.
What do we do?
We offer a wide range of specialist services, including advice on investment, retirement, borrowing, protection and Inheritance Tax planning, including all types of pension schemes. Our focus is on both capital enhancement and capital protection.
We believe in providing a high quality service, with the emphasis on building long-term relationships with our clients, and we have suitably qualified and skilled advisers that work together to achieve this.
How do we do it?
The objective of the advice service that we provide is to put in place product solutions to enable you to meet your financial goals and then regularly review the performance of those solutions to help you to remain on track. In order to achieve this, we follow the process set out below, which is broken down into six stages:
- Initial consultation
- Fact finding
- Report of recommendations
- Implementation: arranging products and related actions
- Ongoing review
If you are interested in finding out more about our services, or you would just like to find out if a mutually beneficial relationship exists, please don't hesitate to contact us.
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