Welcome to Anchor Wealth

Anchor Wealth are a leading wealth management company based in the heart of the city of London. We offer a multitude of financial services including pensions, investments, tax planning, and protection.

Anchor Wealth
Anchor Wealth
Anchor Wealth
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Anchor Wealth

Anchor Wealth – the wealth management people

Anchor Wealth is based in the City of London, with clients across the UK.

With over 50 years’ experience in wealth management, we offer advice and support in the following areas; investments, pensions and retirement planning, protection, personal tax planning and inheritance tax planning. 

Our team of experts listen to your goals and objectives and taking into account your individual circumstances, aim to create a bespoke strategy tailored just for you to ensure you are best placed to meet your short, medium and long term financial goals. We have built up a strong relationship with our clients over the years and thus acquire a lot of referrals to new clients from our existing book.

To see what some of our clients have to say, have a look at our Testimonials.

Anchor Wealth – securing your wealth, securing your future. 

Anchor Wealth
Anchor Wealth

Client Testimonials

A BIG thank you to all our clients who have taken the time to give us a review.

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“We’ve worked with Duncan and Heather for 12 years now and always trust their advice”

Mrs Soal, Maidenhead
June 2023
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“I came to Duncan and Heather after losing my husband and they were so helpful and really got my financial affairs in order. I am very grateful for their friendly yet professional approach”

Mrs Bell, Ramsey
June 2023
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“We feel so much more confident with our financial affairs and our retirement planning through Anchor. Couldn’t recommend highly enough”

Mr and Mrs Kimber, London
June 2023
Anchor Wealth

Invest with Anchor Wealth

A world of investment opportunities await you with Anchor…

Investment opportunities

Whether you are looking to start a new investment plan, or would like some advice on an existing portfolio of funds; through our advice management, we look to ensure your portfolio is best placed to meet your goals. 

We can offer advice on ISA’s, General Investment Accounts, Onshore and Offshore Investment Bonds as well as Venture Capital Trusts and Enterprise Investment Schemes.   

Anchor Wealth

Anchor Wealth - Our Services

Whatever your personal finance requirements might be, Anchor Wealth offer outstanding financial solutions to everyday problems.

Investments

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Retirement Planning

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Protection

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Personal Tax Planning

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Inheritance Tax Planning

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The Financial Conduct Authority does not regulate tax advice.

Anchor Wealth

So what benefits can Anchor Wealth offer you & your family?

Three great reasons why you should choose Anchor Wealth for all your financial needs...

Expert Financial Advice

Expert financial advice...

The Anchor Wealth team of advisers deliver client focused finance solutions that we believe offer the very best opportunities for you and your families future financial wellbeing.

Customer Care

Customer care...

At Anchor Wealth we take the long term financial welfare of our clients very seriously, ensuring your money works for you today, for better tomorrows for you and your family.

Here to help

Here to help...

Our friendly, jargon free approach to business allows our clients to relax in the knowledge that the Anchor Wealth team of financial advisers will search out the best solutions for their money.

Book an appointment with Anchor today!

To book an appointment simply complete the form on our booking page...