Welcome to Anderson Wealth Management, a family run, independently owned Financial Services Firm. We offer a wide range of specialist services; Advice on Investments, Insurance, Inheritance Tax, Pensions & Retirement Planning and Mortgage Planning from the Whole of the Market.

Buying your home is often seen as the biggest financial commitment you will ever make so getting the right mortgage is important, with so many different types of mortgage to choose from, how can you be sure of which is right for you?One of the biggest goals in life is a happy, comfortable retirement.

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Reviews (8)

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Robert Johnson

Nov 27, 2021

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Positive: Professionalism, Responsiveness
Very easy to understand information on monthly & yearly reviews, knowledgeable staff, great advice and
always easy to contact.

Martin Palmer

Nov 18, 2021

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I am still very much in the early stage of the Pension relationship with Anderson Wealth Management but I can honestly say that the initial first few months has been professional, honest, straight forward and punctual! This has not only been from the management but also the team and I will be pleased to update after a further 12 months on progress and satisfaction!
But for the moment Well Done and keep up the Great work!

Zaq Mughal

Oct 14, 2021

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Positive: Professionalism, Quality, Responsiveness, Value
John and his team were responsive, friendly and always made us feel looked after. We ended up getting a mortgage that worked for us and enabled us to get ourselves on to the property ladder as first time buyers. I’d recommend Anderson’s Wealth Management to my family and friends and I look forward to working with them again.

Mark Carter

May 20, 2021

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Positive: Professionalism, Responsiveness, Value
Excellent service from start to finish. Nothing was too much trouble for Jason and the whole team. Thank you for making our mortgage application a smooth process.

Julie Reynolds

Mar 06, 2021

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We've had excellent service for a number of years, and are happy to continue recommending Anderson Wealth Management to others. We receive regular updates, and their online platform is straightforward to access. Joe has always been quick to respond to any telephone calls or emails, and has the ability to give explanations in simple terms when necessary, which we found particularly helpful as new investors. We feel able to trust the advice that John and Joe have given, and value their friendly, professional approach.

Robert Mckelvie

Mar 04, 2021

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I have been with Anderson Wealth Management for a number of years now and I am extremely happy with their service. They are a very proactive company and keep me up to date with everything. The online account I have is really easy to access and understand which enables me to view my finances at the touch of a button. All the staff are incredibly friendly and helpful and nothing is too much trouble. I would highly recommend their services.

Steve Warren

Feb 25, 2021

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The team at Anderson Wealth Management are really friendly and helpful. The team walked me through my options for creating a portfolio and it was a seamless process. I receive updates for my financial situation on a regular basis. They are always there to help if I have a problem. A quick call or message and my advisor is back to me very quickly.
I would recommend Anderson Wealth Management for any financial help you require.

Nick Handscombe

Feb 25, 2021

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When the time came for my retirement I needed someone who I could trust to look after all of my financial matters. Joe gave me various options and together we decided on the most appropriate for my circumstances. Those decisions and the resulting investments have provided me with the peace of mind that everything is in very capable hands. Joe's knowledge and professionalism have been invaluable.
I would definitely recommend his services to anyone.