Anchor Wealth Management

Who we are

Anchor Wealth Management Ltd is a financial advice company based in Hartlepool, serving clients across the North East, Teesside, and Yorkshire. Founded by experienced financial planners Nathan and Cassia Smith, we partner with individuals to build, underpin, and secure their financial future.

Our Approach

We take a holistic approach to wealth management, focusing on understanding your individual goals, financial situation, and concerns. Together, we will develop a personalized and actionable plan to address your specific needs. We prioritize open communication and transparency throughout the process, ensuring you are fully informed and empowered to make informed financial decisions.

Our Services

We provide a wide range of services to meet your diverse financial goals, including:

• Wealth planning: Developing a comprehensive plan to accumulate, manage, and preserve your wealth.
• Retirement planning: Maximize your pension contributions, investments, and withdrawals for a secure retirement.
• Investment management: Building and monitoring a diversified portfolio aligned with your risk tolerance and financial goals.
• Tax planning: Optimizing your tax strategies to minimize liabilities and maximize returns.
• Inheritance planning: Creating a tailored plan to protect your assets and ensure a smooth transfer of wealth to your beneficiaries.

Our Commitment

At Anchor Wealth Management Ltd, we are committed to:

• Building strong, long-term relationships with clients.
• Providing personalized and tailored financial solutions.
• Delivering clear and concise explanations and guidance.
• Maintaining the highest ethical standards and compliance with industry regulations.

Our Affiliation with St. James's Place

We partner with St. James's Place Wealth Management, one of the leading financial advice companies in the UK. This allows us access to:

• A vast network of experienced investment managers.
• Best-in-class research and resources.
• Robust compliance and regulatory expertise.