Anderson Wealth Planning Ltd

Mortgage broker · Newtownards · incorporated 2013

  • Self-employed
  • Later life & equity release

Contact details published by the firm

01603 299280 Visit andersonwealthplanning.co.uk

Services mentioned on its website

When we checked andersonwealthplanning.co.uk on 2026-09-13, Anderson Wealth Planning Ltd mentioned self-employed, later life & equity release. This comes from the firm's own pages, not from an assessment by us — confirm directly that it handles your situation.

Checking Anderson Wealth Planning Ltd on the FCA Register

Its website says it is an appointed representative of St. James's Place, which takes regulatory responsibility for its advice. We haven't verified this with the FCA. Search Anderson Wealth Planning Ltd on the FCA Register →

Questions to ask Anderson Wealth Planning Ltd

  1. Can you recommend mortgages from the whole market, from a panel of lenders, or from a single lender?
  2. Do you charge a fee? If so, how much is it and when is it payable?
  3. How many years of accounts or tax calculations will lenders want to see for my income?
  4. Are you qualified to advise on equity release, and how would you involve my family in the decision?

Frequently asked questions

Is Anderson Wealth Planning Ltd authorised by the FCA?

Anderson Wealth Planning Ltd's website describes it as an appointed representative of St. James's Place, which means that firm takes regulatory responsibility for its advice. Check both names on the Financial Services Register before taking advice.

What types of mortgage does Anderson Wealth Planning Ltd mention?

On its own website, Anderson Wealth Planning Ltd mentions: Self-employed, Later life & equity release. Services change, so confirm directly that the firm handles your situation.

How do I contact Anderson Wealth Planning Ltd?

Anderson Wealth Planning Ltd's website is andersonwealthplanning.co.uk and it lists the phone number 01603 299280.

Does Anderson Wealth Planning Ltd only work with clients in Newtownards?

Its registered office is in Newtownards, but many brokers advise by phone or video and take clients from further afield. Ask the firm which areas it covers.

General information, not advice. Mortgage Brokers List is a directory, not a broker, and nothing here is a recommendation. Contact details and services come from the firm's own website; its identity was matched by the Companies House number shown there. Is this your firm? See how to request a correction or removal.