Purposeful Planning. Personal Freedom.
Independent advice on mortgages, Insurance, Investing, pensions & retirement planning and Estate planning.
Financial wellbeing workshops and confidential one-to-one support for employers and employees across Northern Ireland.
"The most engaged benefit we've ever run."Re-gen Waste Ltd (Newry)
“We wouldn't hesitate to recommend Chris to other organisations”Clarke (Ballymena)
“We would highly recommend working with Chris as he is very approachable, knowledgeable, and genuinely committed to helping our employees.”Thompson Aero Seating (Portadown)
Free financial wellbeing workshops for Northern Ireland employers and their employees, delivered on-site or online, with group and individual support.
Practical sessions covering mortgages, pensions, insurance, investing, wills and estate planning.
Financial worries can affect employees at work as well as at home. These figures show why more employers are putting financial wellbeing on the agenda.
of employees say they would feel more invested in staying at their current company if it offered financial benefits tailored to their needs.
Morgan Stanley, 2025of employees say their working lives have suffered as a result of financial stress.
Zellis, 2025Poor mental health, often linked with financial stress, is estimated to cost UK employers annually through lost productivity and turnover.
Deloitte, 2025Yes. Group workshops and optional individual employee support are provided at our cost, so there is no charge to your business or employees for the sessions.
We deliver on-site workshops for employers across Northern Ireland. Online workshops are also available across the UK.
Sessions can cover mortgages, pensions and retirement planning, protection planning, investing, inheritance tax and wills and estate planning.
Yes. Optional one to one support and follow-up sessions are available after the group session.
The focus is first and foremost on providing financial education and support to employees. Most people simply want a few questions answered or some general guidance. Where an employee chooses to receive full financial advice on a particular service, Anderson Wealth Management may receive a fee or commission. There is no obligation for employees to take any further advice.
Yes. Sessions can focus on individual topics or be shaped around the areas most relevant to your workforce.
Yes. Live online workshops are available alongside on-site sessions.
Normally we work with employer partners long term and can provide follow-up sessions as part of ongoing employee financial wellbeing support.
Make sure your wishes are carried out and the people you care about are protected.
Learn More →Understand your mortgage options and put the right protection in place for you and your family.
Learn More →Understand your pensions, plan ahead and build towards the retirement you want.
Learn More →Financial wellbeing workshops.
Death in service & Pension schemes.
Income protection & Private medical
Whether you're looking for personal financial advice or support for your employees, get in touch and we'll take it from there.
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