Business Details
14 Years
experience
Expert Mortgage & Protection Insurance Brokers in Wiltshire
Anderson Wealth Management is an independent, family-run business specialising in mortgage and protection insurance brokerage. Established in 2012, we combine over 40 years of collective industry experience with a client-centric approach to deliver tailored financial solutions. Our expertise spans residential, commercial, buy-to-let, and lifetime mortgages, alongside comprehensive protection insurance products. We prioritise transparency, operating primarily on commission without charging fees in most cases, ensuring accessibility for clients across diverse circumstances.Our team maintains deep relationships with UK lenders, enabling us to secure competitive rates while simplifying complex financial processes. With a focus on long-term client partnerships, we provide ongoing support to ensure clients remain on optimal mortgage rates and protection plans. Our commitment to ethical practices and regulatory compliance underpins our reputation as a trusted advisor in the financial services sector.
Services
Mortgages
Protection Insurance
Equity Release
Commercial Mortgages
Conveyancing Referrals
Details
- Year established: 2012
Highlights and features
- We operate fee-free in most cases, working on commission to prioritise client interests
- Family-run business combining personal touch with 40+ years of industry expertise
- Specialise in complex cases including self-employed mortgages and equity release
- Provide nationwide support with local Wiltshire-based service delivery
- Offer ongoing mortgage reviews to ensure clients maintain optimal rates
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Friendly and professional
Quick response times
Stress-free process
Highly recommend
Services
Mortgage Brokerage
We specialise in sourcing tailored mortgage solutions for residential and commercial properties. Our brokers assess individual financial circumstances to recommend optimal products from 1,000+ UK lenders. With access to exclusive deals unavailable on the high street, we help clients secure competitive rates for first-time purchases, buy-to-let investments, and remortgaging. Our ongoing support ensures clients maintain favourable terms throughout their mortgage journey.
Protection Insurance
Our protection insurance services safeguard clients against life's uncertainties through life cover, critical illness policies, and income protection. We tailor solutions to protect mortgages, family financial security, and business continuity. Our brokers explain complex policy terms clearly, ensuring clients understand coverage details. We work with leading insurers to secure comprehensive protection plans that provide peace of mind for personal and business needs.
Equity Release
We provide expert guidance on equity release schemes enabling homeowners to access property wealth while retaining residency. Our brokers explain lifetime mortgage options for gifting deposits, supplementing retirement income, or repaying existing mortgages. We help clients understand interest payment options and inheritance implications. Our service ensures clients make informed decisions about releasing equity while maintaining financial stability.
People
John Anderson
Mortgage 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 maintains long-term client relationships. His approach combines industry expertise with personal service, often assisting multiple generations of clients.
Hazel Anderson
Finance Manager
Hazel joined John in 2010, bringing organisational expertise to support client cases. As Finance Manager, she oversees reporting and accounting while contributing to business growth. A dedicated marathon runner, she ensures financial operations maintain the same discipline as her athletic achievements.
Syrena Bacchis
Protection Broker
With 8 years at AWM, Syrena transitioned from mortgage support to specialising in protection insurance. She manages office operations while advising clients on insurance needs. Currently qualifying as a mortgage adviser, she combines administrative leadership with expanding technical expertise to enhance client service delivery.
Questions
What mortgage types do you specialise in?
We handle residential, commercial, buy-to-let, and lifetime mortgages, including equity release schemes and bridging loans.
Do you charge fees for mortgage advice?
Most cases are fee-free as we work on commission, though minor charges may apply for small transactions with prior agreement.
Can self-employed individuals get mortgage assistance?
Yes, we specialise in self-employed mortgage cases, helping clients navigate lender requirements and secure appropriate financing.
What protection insurance options are available?
We offer life cover, critical illness policies, income protection, and business protection solutions tailored to individual needs.
Do you provide ongoing mortgage support?
Yes, we review client mortgages six months before rate expirations to ensure continued access to optimal financing options.
