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Independent financial adviser and wealth manager, A&J Wealth Management Limited was set up in 1985 and provides financial advice to over 10,000 clients. We employ a team of 30 staff across 4 different locations, supporting clients right across the Southern, Central and Eastern regions of England...

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The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

The Planning Process

What can you expect from our
team of financial advisers

>> Read about our process

Our Services

Your options for dealing with us
come in a range of colours

>> Read about our services

Latest News

Our December Market update is now live

>> Read our latest overview

Featuring this week...
What we do
  • Investment
  • Retirement
  • Tax planning

Our financial advisers help you organise your money and start a plan for the future

  • Selecting appropriate products
  • Wealth management advice
  • Reviewing contributions
  • Protecting your dependents

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Helping you make decisions about income in retirement

  • Reviewing your retirement choices
  • Assessing your income needs
  • Managing your risks
  • Protecting your future

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Taking account of tax issues to allow you to pass your wealth on

  • Calculating Inheritance Tax liabilities
  • Using allowances
  • Reviewing targets & objectives
  • Considering tax issues

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Frequently asked questions