Anderson Wealth Management Ltd

Date authorised
2 April 2014
Companies House
08318838
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    2 Marlborough Road
    Old Town
    Swindon
    Wiltshire
    SN3 1QY
    UNITED KINGDOM
    Phone
    +441793741441
    Web
    https://www.andersonwm.co.uk

  • Complaints Contact

    2 Marlborough Road
    Old Town
    Swindon
    Wiltshire
    SN3 1QY
    UNITED KINGDOM
    Phone
    +4401793741441

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Score Services

    Show 1 limitation
    • · This permission is limited to not carrying out credit repair services

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Jason Viola

    IRN JXV00029

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Joe Daniel Bristow Anderson

    IRN JDA01082

    • [FCA CF] Significant management (9 Dec 2019 to 10 Dec 2019)
    • SMF16 Compliance Oversight (9 Dec 2019 to 31 Mar 2026)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 9 Oct 2023)
    • SMF3 Executive Director (9 Dec 2019 to 31 Mar 2026)
    • [FCA CF] Client dealing (9 Dec 2019 to 10 Jan 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Jan 2024)
    • Responsible for Insurance Distribution (1 Oct 2018 to 31 Mar 2026)
    • Responsibility for MCD Intermediation (24 Mar 2016 to 31 Mar 2026)
    • Responsible for Insurance Mediation (1 Apr 2014 to 30 Sep 2018)
    • CF1 Director (1 Apr 2014 to 8 Dec 2019)
    • CF30 Customer (1 Apr 2014 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (1 Apr 2014 to 8 Dec 2019)
    • CF10 Compliance Oversight (1 Apr 2014 to 8 Dec 2019)
  • John Philip Anderson

    IRN JPA00007

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Responsible for Insurance Distribution (since 31 Mar 2026)
    • Responsibility for MCD Intermediation (since 31 Mar 2026)
    • SMF3 Executive Director (since 1 Mar 2026)
    • SMF16 Compliance Oversight (since 1 Mar 2026)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Stuart Sloan

    IRN SXS00267

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Mar 2020)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.