Anderson Wealth Management Ltd

Reference number: 611300

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When andersonwm.co.uk first appeared online, and whether it can receive email
  • What kind of line 01793 741441 is
  • Who else gives the postcode SN3 1QY
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FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (11 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Providing Credit Information Services

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
08318838
Company status
Active
Company type
Private limited company
Incorporated
5 December 2012 (13 years old)
Registered office
Unit D1, London Road, Marlborough, Wiltshire, SN8 1LH, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
John Philip Anderson Director Jan 1961 1 Mar 2026 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • All 3 people who have been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Full accountsNot audited

Net assets

£271k

+10% from £246k

Cash at bank

£196k

+13% from £174k

Owed within a year

£72.7k

+22% from £59.6k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 08318838. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Anderson Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (12) All events (18)

2026

1 March 2026

  • Board replaced: its only director left and a new director took over
  • Joe Daniel Anderson stopped being a part-owner
  • John Philip Anderson became the majority owner (50–75% of shares)

Companies House

2023

6 April 2023

  • Joe Daniel Anderson became a part-owner (25–50% of shares)
  • Joe Daniel Bristow Anderson stopped being a part-owner
  • John Anderson became a part-owner (25–50% of shares)
  • John Anderson stopped being a part-owner

Companies House

2016

6 April 2016

  • Hazel Anderson became a part-owner (25–50% of shares)
  • Joe Daniel Bristow Anderson became a part-owner (25–50% of shares)

Companies House

2014

2 April 2014

  • Regulated by the FCA from this date

FCA register

1 April 2014

  • Became authorised by the FCA

FCA register

2012

5 December 2012

  • Incorporated at Companies House

Companies House

In the full report: all 18 events

  • All 18 events in its history (12 shown here)
  • Every director appointment and resignation: 5
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Firms connected to Anderson Wealth Management

Other FCA-listed firms that share a director, phone number or address with Anderson Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Anderson Wealth Management

Other firms of the same type (mortgage adviser or broker), nearest first.

In Swindon

Mmb Finance LimitedSwindonAuthorisedNiche Financial Solutions LLPSwindonAuthorisedRed Kite Financial Solutions LimitedSwindonAuthorisedAngel Mortgages (South West) LtdSwindonAppointed representativeAshlor Sype RodriguesSwindonAppointed representativeCarter Moore LLPSwindonAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Anderson Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 18 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Anderson Wealth Management Ltd FCA authorised?
Yes, Anderson Wealth Management Ltd (FRN 611300) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2014 and works as a mortgage adviser or broker. The FCA has placed no limits on its permissions.
What is Anderson Wealth Management’s phone number and website?
The FCA register lists the phone number 01793 741441 and the website andersonwm.co.uk for Anderson Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Anderson Wealth Management a scam or clone?
Anderson Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Anderson Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Anderson Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Anderson Wealth Management?
Companies House lists 2 people with significant control of Anderson Wealth Management: Mr John Philip Anderson (50–75% of shares) and Mrs Hazel Anderson (25–50% of shares). Before that, it was controlled by Mr John Anderson, Mr Joe Daniel Bristow Anderson and Mr Joe Daniel Anderson.
Who runs Anderson Wealth Management?
Companies House lists one director of Anderson Wealth Management: John Philip Anderson.
How long has Anderson Wealth Management been in business?
The company was formed on 5 December 2012, and has held its current FCA authorisation since April 2014.
What do Anderson Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £271k (+10% from £246k) and cash at bank of £196k (+13% from £174k).

Sources and links

The full report on Anderson Wealth Management Ltd

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