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A&J Wealth Management
A&J Wealth Management Ltd was set up in 1985 and was originally based in Beaconsfield, Buckinghamshire.  Over the years, our firm has grown to 30 employees, over 1400 Clients and funds of circa £415 million.  

Backed by a team with over 150 years’ combined experience, our aim is to ensure your financial plans assist you in meeting your wider, long-term goals. Our success has been built on developing long term relationships with our clients by demonstrating the value of professional financial advice. 

We appreciate that your needs will vary and therefore tailor our financial planning to suit your individual circumstances.  People seek financial advice for many different reasons so it’s important that we understand exactly who you are and what you want to achieve.

We know there is more to life than money. We know life is unpredictable. We also know that your investments can go down as well as up. Our approach is about making the most of the good times – but also being prepared for potential downturns in fortune. 

It’s about supporting you and providing you with the relevant information to help you make an informed decision to make the most of your own life, whatever route it takes.

Our client list includes individuals, as well as business owners, pension scheme trustees and corporations, each with their own fascinating range of requirements and goals. Whatever your situation is, our team offers independent, unbiased investment, taxation and retirement advice as well as experience, skills and all the support you need to help you make your financial decisions.
 
We recommend specific investment strategies and products related to your situation, which are selected based on your personal circumstances, financial goals and objectives. We will consider a number of factors, including the type of services you require, the cost of investing, the level of risk you are prepared to accept in an investment product and whether you have a capacity for interim loss, depending on the time horizon.

 

Financial Planning

Analyse your assets

Identify your goals

Design your financial future

 

We are specialists in managing onshore and offshore investments upwards from £100,000, and we can assist in any of the following areas:

Features
Ongoing Pension Analysis

Experts in Pension Analysis

Whether you wish to consolidate old plans or experience ongoing management, A&J can help

Investment Portfolio Management

Active Model & Bespoke Portfolio Management

A&J's investment committee design portfolios to suit your attitude to risk

Importance of Diversification

The Importance of Diversification

Managing money requires strict investment discipline with delicate asset allocation

Money Knowledge Centre

Knowledge Centre

Need to know about tax thresholds and allowances? Visit our Knowledge Centre

Testimonials

I have been associated with Gareth and A&J for over 16 years.

During that time the company have provided investment, pension and financial advice and taxation solutions in an efficient and cost effective manner.

In particular, the firm provides innovative solutions to the above and has recently recommended a very complex and certainly innovative proposition to the lifetime pension allowance.

The company is run in a professional and efficient manner, focusing on customer care and delivering solutions to meet current and long term financial goals.

 On deciding that the time had come to 'do something' about various pensions I had accumulated through various employments, I approached A&J after a personal introduction. They succeeded spectacularly well as far as I could judge and guided me through to full retirement and pension drawdown.

Gary has enhanced the personal service, adding in a personal touch with advice on the likes of bank accounts and general money saving measures.

I cannot believe I have been with Gareth and his team for over 30 years, the business has grown but
the attention to detail and first class customer service remains as good as ever, a thumbs up to the
team and the ethos of the company as it grows and expands its portfolio of services to clients it still
has that personal touch. You and your team continue to deliver excellent results delivered in a
professional manner. Testament to your growing company, you now look after my daughter’s
affairs.
Please do not retire and continue the great service.

Awards
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Contact Us

A&J WEALTH MANAGEMENT

Sawfords,

Bigfrith Lane,

Cookham Dean,

Berkshire,

SL6 9PH

01628 480200

enquiry@ajwealth-management.com

Get directions with Google here

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