Business Details
14 Years
experience
Trusted Mortgage 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 serve clients nationwide from our base in Wiltshire, offering expertise in residential, commercial, buy-to-let, and lifetime mortgages alongside tailored protection solutions. Our approach prioritises client needs, combining technical knowledge with a commitment to transparency, as evidenced by our fee-free model in most cases.We pride ourselves on simplifying complex financial decisions, maintaining long-term client relationships, and providing continuous support through evolving market conditions. Our team's dedication to professional development ensures clients receive up-to-date advice aligned with industry best practices.
Services
Residential Mortgages
Commercial Mortgages
Buy-to-Let Mortgages
Equity Release
Protection Insurance
Details
- Year established: 2012
Highlights and features
- We offer fee-free mortgage advice in most cases through our commission-based model
- Family-run business with over 40 years of collective industry experience
- Specialise in complex mortgage scenarios including self-employed applicants
- Provide nationwide support with local Wiltshire-based expertise
- Maintain direct lender relationships for faster processing and better rates
Associations and certifications
- Financial Conduct Authority
What people say
Fantastic service
Friendly and trustworthy
Expert guidance
Stress-free process
Quick response times
Services
Residential Mortgages
We specialise in residential mortgage solutions for first-time buyers, home movers, and remortgagers. Our brokers access thousands of products daily to secure competitive rates tailored to individual circumstances. With expertise in complex cases including self-employed applicants, we simplify the process through direct lender relationships and ongoing support throughout the mortgage term.
Equity Release
Our equity release specialists help clients access property wealth while maintaining residency. We explain options for lump sum or staged payments, interest management strategies, and inheritance implications. The team ensures clients understand all financial impacts while securing terms aligned with their long-term care and family planning needs.
Protection Insurance
We provide tailored protection solutions including life cover, critical illness, and income protection policies. Our advisors assess individual needs to recommend appropriate coverage levels, explaining policy terms and exclusions. We help clients understand different protection types and their applications for mortgage security, family financial stability, and business continuity.
Commercial Mortgages
Specialist commercial mortgage advice for business premises purchases and investments. We connect clients with lenders offering competitive terms for various property types, from retail units to industrial estates. Our expertise includes navigating complex business financials to secure appropriate financing structures for owner-occupiers and property investors.
Buy-to-Let Mortgages
Comprehensive buy-to-let mortgage solutions for new and experienced landlords. We advise on portfolio structuring, tax-efficient arrangements, and lender selection based on investment goals. Our service includes cashflow analysis, yield calculations, and guidance on regulatory requirements to help clients build successful property investments.
People
John Anderson
Mortgage & Equity Release 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, often helping multiple generations. His food industry background brings practical financial insights.
Hazel Anderson
Finance Manager
Joining John in 2010, Hazel manages financial operations and reporting. A marathon runner with 14 completed races, she ensures the business maintains financial discipline while supporting the team's growth since forming the company in 2012.
Syrena Bacchis
Protection & Mortgage Broker
With eight years at AWM, Syrena specialises in protection insurance while studying to become a qualified mortgage adviser. She manages daily operations and client support, bringing a commitment to continuous learning and client-focused solutions to her dual role.
Stuart Sloan
Mortgage & Protection Broker
Stuart has six years' experience at AWM after three years as a Paraplanner. He holds multiple industry qualifications and specialises in challenging cases, particularly self-employed clients. His technical expertise combines with a passion for finding innovative mortgage solutions.
Jason Viola
Mortgage & Protection Broker
With 11 years' brokerage experience, including seven at AWM, Jason focuses on helping clients achieve homeownership goals. His expertise in first-time buyer mortgages and commitment to personal service make him a popular choice for clients seeking straightforward advice.
Questions
What mortgage types do you specialise in?
We specialise in residential, commercial, buy-to-let, equity release, and lifetime mortgages, with expertise in complex cases including self-employed applicants.
Are your mortgage services fee-based?
In most cases we don't charge fees as we work on commission, though small fees may apply for specific transactions after client agreement.
How do you help first-time buyers?
We guide first-time buyers through the entire process, offering tailored advice on suitable products and helping secure competitive rates with minimal stress.
Can you assist with mortgage portability?
Yes, we specialise in mortgage portability and can help transfer existing products to new properties while maintaining favourable terms.
What protection insurance options are available?
We offer life cover, critical illness cover, income protection, and business protection policies tailored to individual and corporate client needs.
How do you support clients during the mortgage process?
We provide continuous support through regular updates, direct lender communication, and six-monthly mortgage reviews to ensure ongoing suitability.
