Business Details
29 Years
experience
Trusted Mortgage & Protection Brokers in Wiltshire
Anderson Wealth Management is an independent, family-run business specialising in mortgage and protection insurance brokerage. With over 40 years of collective experience, we prioritise client needs by offering expert advice without charging fees in most cases. Our team has helped countless individuals and businesses achieve homeownership and financial security since our founding in 1997. We pride ourselves on simplifying complex financial decisions through clear communication and tailored solutions. Our nationwide service combines technical expertise with a personal touch, ensuring clients receive the most suitable mortgage products and protection plans.We maintain strong relationships with lenders and insurers to secure competitive rates while providing ongoing support throughout the entire process. Our commitment to transparency includes explaining technical jargon and offering free reviews to keep clients on optimal rates. As an FCA-authorised firm, we adhere to strict regulatory standards while maintaining the flexibility to serve diverse client circumstances.
Services
Mortgage Brokerage
Protection Insurance
Equity Release
Commercial Mortgages
Conveyancing Referrals
Details
- Year established: 1997
Highlights and features
- We offer fee-free advice in most cases through commission-based operations
- Our family-run team has over 40 years of collective mortgage expertise
- We provide nationwide service with local Wiltshire roots
- We maintain direct lender relationships for faster processing
- We offer ongoing mortgage reviews at no additional cost
Associations and certifications
- Financial Conduct Authority
What people say
Fantastic service
Nothing is too much
Friendly and trustworthy
Kept updated throughout
Highly recommend
Services
Mortgage Brokerage
We specialise in sourcing tailored mortgage solutions for residential and commercial properties. Our brokers access thousands of exclusive products from UK lenders to secure competitive rates. With expertise in first-time purchases, buy-to-let, remortgaging, and equity release, we provide ongoing support from application to completion. Our FCA-authorised service includes free reviews to maintain optimal rates.
Protection Insurance
We offer comprehensive protection insurance solutions including life cover, critical illness, and income protection. Our advisors help clients select appropriate policies to safeguard mortgages and family finances. We provide both personal protection plans and business-specific solutions for key person cover and corporate debt protection. Our service includes policy reviews to ensure continued suitability.
Equity Release
Our equity release specialists help homeowners access tax-free cash from property equity. We offer lifetime mortgage solutions for retirement funding, family gifts, or debt consolidation. Advisors explain interest payment options and ensure clients understand inheritance implications. We maintain relationships with specialist lenders to secure competitive rates for this niche service.
Commercial Mortgages
We provide commercial mortgage solutions for business property purchases and investments. Our brokers access specialist lenders offering terms tailored to business needs. While these products aren't FCA-regulated, we ensure clients understand associated risks. We support businesses with financing for offices, retail spaces, and industrial properties.
Conveyancing Referrals
We recommend trusted conveyancers and solicitors to streamline property transactions. Our preferred panel includes local firms and competitive online services. We coordinate communication between parties to ensure timely completions. This referral service helps clients navigate legal processes while maintaining transaction efficiency and cost-effectiveness.
People
John Anderson
Mortgage, Equity Release & Finance Broker
With 30 years in financial services and 25 as a mortgage broker, John founded Anderson Wealth Management in 2012. He specialises in complex mortgage cases and enjoys long-term client relationships, having helped multiple generations achieve homeownership.
Hazel Anderson
Finance Manager
Hazel joined John in 2010 and now manages financial reporting. A marathon runner with 14 completed races, she ensures the firm's financial operations maintain the same excellence as our client services.
Syrena Bacchis
Protection & Mortgage Broker
With 8 years at AWM, Syrena specialises in protection insurance while studying to become a qualified mortgage adviser. She values client-first ethics and enjoys netball and gardening in her spare time.
Stuart Sloan
Mortgage & Protection Broker
Stuart has worked at AWM for 6 years after gaining industry qualifications. He specialises in self-employed mortgage cases and enjoys golf and socialising with colleagues in his free time.
Jason Viola
Mortgage & Protection Broker
Jason has been a mortgage broker for 11 years, with 7 at AWM. He focuses on helping clients achieve homeownership dreams while maintaining active family life and sports interests.
Questions
How much can I borrow for a mortgage?
Borrowing amounts depend on income, debts, deposit, employment status, and credit score. We conduct detailed assessments to find suitable lenders.
What is a decision in principle?
A DIP indicates potential borrowing capacity based on initial information before formal application submission.
Can self-employed individuals get mortgages?
Yes, we specialise in self-employed cases and work with lenders understanding non-traditional income structures.
What happens when fixed rates end?
We contact clients six months before expiry to arrange new deals, preventing expensive variable rates.
Do I need protection insurance?
While not mandatory, life cover is strongly recommended to protect dependents from mortgage liabilities.
Can I get mortgages with pre-existing conditions?
Some lenders offer policies with exclusions or adjusted premiums for pre-existing health conditions.
Reviews (7)
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.
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. Id recommend Andersons Wealth Management to my family and friends and I look forward to working with them again.
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. Id recommend Andersons 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.
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.
