Anderson Wealth Management Ltd - Swindon

Address: Suite I, Anderson Wealth Management Ltd, Market House Business Centre, 1-2 Marlborough Rd, Old Town, Swindon SN3 1QY, United Kingdom.
Phone: 1793741441.
Website: andersonwm.co.uk
Specialties: Financial planner, Finance broker, Insurance broker, Mortgage broker.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Toilets, LGBTQ+ friendly, Appointment required.
Opinions: This company has 49 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Anderson Wealth Management Ltd

Anderson Wealth Management Ltd Suite I, Anderson Wealth Management Ltd, Market House Business Centre, 1-2 Marlborough Rd, Old Town, Swindon SN3 1QY, United Kingdom

⏰ Open Hours of Anderson Wealth Management Ltd

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Anderson Wealth Management Ltd, located at Suite I, Market House Business Centre, 1-2 Marlborough Rd, Old Town, Swindon SN3 1QY, United Kingdom, is a well-established financial company that has been serving its clients with dedication and professionalism for many years.

Specialties

As a financial planner, finance broker, insurance broker, and mortgage broker, Anderson Wealth Management Ltd offers a wide range of services to help its clients achieve their financial goals. The company's team of experienced professionals is committed to providing personalized and comprehensive solutions tailored to each client's unique needs and circumstances.

Other Points of Interest

Anderson Wealth Management Ltd prides itself on offering accessible and inclusive services. The company's premises are wheelchair-accessible, and it has a wheelchair-accessible car park, toilets, and welcomes clients of all sexual orientations and gender identities. Appointments are required, and online appointments are available for added convenience.

Opinions

With an impressive average opinion of 4.9/5 based on 49 reviews on Google My Business, Anderson Wealth Management Ltd has established a strong reputation for excellence in its field. Many clients have praised the company's outstanding customer service, knowledgeable professionals, and personalized approach to financial planning and management.

One client said, "I always had a very pleasant experience at Anderson Wealth Management Ltd, especially services provided by both Stuart and Jack. They both were very understanding, helpful, and gave excellent customer service. Because of services I will visit them in the new future as I have been for the past decade or so."

Recommendation

If you are looking for a reliable and trustworthy financial partner, Anderson Wealth Management Ltd is an excellent choice. With its wide range of services, accessible location, and exceptional customer service, the company is dedicated to helping its clients achieve their financial goals. Contact Anderson Wealth Management Ltd today through its website at andersonwm.co.uk to learn more about how it can help you.

👍 Reviews of Anderson Wealth Management Ltd

Anderson Wealth Management Ltd - Swindon
Joel K.
5/5

I always had a very pleasant experience at Anderson Wealth Management Ltd, especially services provided by both Stuart and Jack.

They both were very understanding, helpful and gave excellent customer service. Because of services I will visit them in the new future as I have been for the past decade or so.

Keep up the amazing work and services you guys provide. Could not be any better 5* all the way!!

Anderson Wealth Management Ltd - Swindon
Jess F.
5/5

Highly recommend the team at Anderson Wealth Management! Stuart, Emma and Syrena were very helpful and patient throughout the year-long house purchasing process with great knowledge and quick responses to all emails and calls.

I strongly encourage first-time buyers to use AWM for fair and honest mortgage services and avoid being pressured by estate agents to use their expensive mortgage brokers.

Anderson Wealth Management Ltd - Swindon
Julie R.
5/5

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.

Anderson Wealth Management Ltd - Swindon
Ju A. R. L.
5/5

After struggling to find a company to help us to find a Lifetime mortgage company we were recommended to Anderson Wealth Management by our daughter. John made contact straightaway and came around to our house to take us through the process. We felt immediately reassured by John and he helped us to find the right mortgage company for us. I would add we are in our 70s. We did speak to LV initially, nothing wrong with this firm but we felt it was a national company and we just felt as if we were a “number” to them and nothing else. I would add that the overall cost of getting us a Lifetime Mortgage via Anderson Wealth Management was ZERO, whereas LV were going to charge us in excess of £1000 in fees!

So grateful to John and his company, we would recommend without hesitation Anderson Wealth Management to anybody going down the same route as us.

Anderson Wealth Management Ltd - Swindon
India S.
5/5

Stuart Sloan from Anderson Wealth Management, helped us with our mortgage for the purchase of our first house. The service we received from the company and Stuart himself was outstanding, no question was a silly question, and he kept in constant contact with updates, and progress reports. I recommend Stuart and the company to everyone now! We certainly wouldn’t use any other mortgage services or providers apart from Anderson wealth management in the future.

Anderson Wealth Management Ltd - Swindon
Keila E.
5/5

If you value your time, your sanity and mental health then use Anderson Wealth Management! We couldn’t recommend them highly enough. Fantastic service.

We first used them in 2017 to purchase our first home and they secured us the best product as well as it being a straightforward, effortless process for us dealing with them.

We then went to move half way through our product, therefore needed to port our existing product. We naively thought we needed to arrange this directly with our provider, so we contacted them and proceeded down this route. Little did we know the process wasn’t as straight forward as when we dealt with AWM the first time. The provider wasn’t terrible as such, but you do have to wait in a queue on the phone as they’re so busy, often for over an hour, which is particularly frustrating when you only have a simple question! And if you miss their call you have to go back and wait in line calling back! You also don’t have a direct contact like you would with AWM. It added so much stress to an already stressful process (due to picking the wrong solicitor!).

Our house sale/purchase fell through so we were back to square one!

We reached out to AWM for advise and they were so helpful and advised they could deal even with our porting product, even if we stayed with same provider. So when we found new house this is exactly what we did, and how we wished we made that call for advise sooner!!! The second time was plain sailing. They dealt with provider directly, it feels like they have a direct hotline to speak to them, because we received progress from provider so quickly!

The stress from our new house purchase process was relieved with AWM, they were so professional making sure we get our product sorted quickly so it doesn’t hold things up as well as getting us best rates for the combination of porting and new product we were after. Furthermore, they are very friendly, easy to deal with and answer the phone quickly!

Thank you to all at AWM.

Anderson Wealth Management Ltd - Swindon
Zaq M.
5/5

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.

Anderson Wealth Management Ltd - Swindon
Frances D. L.
5/5

Buying my first property and later renewing my mortgage was an incredibly smooth process with Anderson Wealth Management. John Anderson has provided a consistently friendly and professional service and I don't hesitate to recommend him and the team to family and friends!

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