A&J Wealth Management Ltd was established in 1985. Over the subsequent 35 years, our financial advice firm has grown to 40 employees, over 1,300 clients and funds in excess of £350 million. We are focused on helping you understand and plan for your future.
Whatever financial decisions you have to make, the first step towards making the right choice is to establish a clear understanding of your needs. Our goal at A&J is to support you in doing this and provide you with the relevant information to help you make an informed decision. We offer independent, unbiased investment, taxation and retirement advice.
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 consider a wide range of financial strategies, products and providers and we constantly review the market to ensure that the services we offer are appropriate for our clients.
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.
Analyse your assets
Identify your goals
Design your financial future
We are specialists in managing investment and pension portfolios, ranging from £100,000 to in excess of £10,000,000, and we can assist in any of the following areas:
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.
I am not sure Phil could do any more than he does already. He is attentive and has great customer care skills. My level of confidence in him is such that I recommended Phil to my partner. Phil was amazingly supportive of my partner at a time when he was just about to retire. I cannot recommend him enough. He is attentive, helpful, supportive and genuinely interested in his customers.
As a result of just a few meetings with Doug Sims, I upgraded my relationship with A&J.
They now advise not only on my Collective Retirement Account but also on the Investment Account jointly held by me and my wife. ISAs for me, my wife and my twin daughters also come under their management... I trust their knowledge, professionalism and transparency.