Skip to main content
www.anchor-wealth.co.uk

  • What We Do

Whatever your goals are for the future, if it involves financial planning then we can help you get there. From intuitive saving to financial resilience and preparing for the unexpected, we can support you every step of the way. 

Get in Touch

Areas we can help with include:

· Building Wealth

· Specialist Advice for Professionals

· Tough Challenges

· Approaching retirement

· Life after work

· Passing Down Wealth 


This covers all areas you might expect, such as Pensions, Investments, Protection, Retirement Planning, Life Insurance, Private Medical Cover, Inheritance Tax Planning, ISAs and more.  


Our process: step-by-step

Initial meeting/discovery stage

Fact-finding, understanding your risk tolerance and capacity for loss, explaining the Anchor Wealth Terms of Business . In this meeting we will seek to understanding all your existing plans, along with identifying your needs and objectives.

Advice stage

This is where we outline in writing to you our advice and recommendations. We prepare a full suitability report, which is the subject of a meeting at which we go through it to ensure it meets your stated objectives.

Implementation stage

If our advice is accepted by you, we implement those recommendations. The investments which underpin the recommendations and the plan we agree upon are monitored by Anchor Wealth and Asset Intelligence on an ongoing basis.

Review

If suitable for ongoing advice we have an annual review meeting to discuss the ongoing suitability of products and services with you to ensure you feel it is fair value for money. At the meeting, we consider whether any changes to your circumstances mean that the arrangements put in place need to be altered or updated in any way. After this meeting an ongoing suitability report is issued to you.


The value of pensions and investments can fall as well as rise, and you could get back less than you invested.