Based in Wiltshire, Anderson Wealth Management is an independently owned, family run Financial Planning Practice.
Our clients are a mixture of Private Individuals and Business Owners who understand that by seeking our professional advice they can relieve themselves from the stress of complex financial matters.
We are a family business with over 25 years experience in managing and dealing with complex financial matters. From Wealth Management to Mortgage Planning, Investment Planning to Retirement Planning; over the years we have become an integral part of our clients financial strategies.
My specialities lie in Financial Planning; specifically around Pensions & Investments, helping clients achieve their long term aspirations by arranging and organising their affairs efficiently, and in line with their unique objectives.
I have been working in the financial services sector for over 20 years, my role is to continue to provide specialist advice in both residential and commercial borrowing. With so many loyal clients of Anderson Wealth Management, my focus is ensuring our clients’ aspirations and expectations are fulfilled.
I joined the family business in 2010; my working life prior to that was largely spent in Finance and Personnel roles. I manage the accounting and reporting side of things, and support Joe with the Investment administration and ongoing client reviews.
I have been advising on mortgages for over 5 years, my aim is to help clients reach their financial goals, whether it be purchasing their first property or moving up the property ladder and achieving their dream family home. My objective is to provide sound and relevant advice to all clients whilst understanding their individual needs.
I joined the family business in 2012. Having previously worked within the Financial Services industry in administrative and consultancy positions prior to spending time at home raising our two young daughters Pearl and Indie.
My role within the business is to provide admin support around the Mortgage and Protection process, liaising with Client’s, Providers and Solicitors working towards a smooth and timely completion.
I’ve been a friend of the Anderson family for a number of years and joined the business in April 2016. I really enjoy my role at Anderson Wealth Management, providing administrative assistance to the Brokers Joe and John. Liaising with Clients, Mortgage Providers and Solicitors, with the objective to ensure a smooth and fast process for completion of client’s mortgages, protection and investment applications. The majority of my career has been in Product Sales and Buying, as well as starting out in Financial Services. My 3 lovely boys and husband take up most of my free time and I love spending time with them, as well as cooking, baking cakes and decorating my home.
I joined Anderson Wealth Management in 2016 after having the firm strongly recommended by both friends and family members. I began by volunteering for the firms Brokers to gain experience and get a foot in the door. Following the work experience, Anderson Wealth Management invited me into a Job role that worked for both the business and still supported me while I study a BA in Politics Philosophy and Economics. I have a growing interest in financial planning and am looking to develop my knowledge of the industry while gaining as much experience and learning from the professionals at Anderson Wealth Management.
I very much enjoy working for the firm, and look forward to a long working relationship.
Using the results of our review process we will then carry out product research to enable us to identify the most suitable recommendations to help you to achieve your personal financial needs & objectives. This will involve a lengthy review of your existing arrangements, market research and fund analysis.
We will present back to you our report detailing the results of our research & personal recommendations including specific product solutions that will support you in achieving your personal needs & objectives.
This process only begins once we have your agreement on the arrangements to be put in place. This involves arranging investments or other products on your behalf, as required, and may extend to implementing a specific financial planning process, such as estate planning. We will act as the intermediary between the product provider(s) and you with a view to arranging the purchase of the Retail Investment Products as we have agreed.
Ongoing relationships with our clients have always been integral to our business, as we believe that it can add significant value to both individuals and businesses. Dependent upon client circumstances the ongoing relationship may vary but the main purpose of this is to monitor your ongoing circumstances to ensure that our recommendations continue to meet your requirements and specific objectives.
