A&J Wealth Management Limited was established in 1985 and was originally based in Beaconsfield, Buckinghamshire. We look after over 10,000 clients and oversee funds in excess of £350 million. Over the subsequent 34 years, our financial advice firm has grown to 40 employees, working out of 5 locations:
Cookham Dean, Berkshire (Head Office)
Southwark Street, London
Great Dunmow, Essex
Backed by a team with over 150 years’ combined experience, our aim is to ensure your financial plans are compatible with and assist you in meeting your wider, long-term goals. Our success has been built on a combination of our ability to demonstrate the value of professional financial advice and the long term relationships we have built with our clients. We really get to know what they want from us and what we can do for them.
Having started my career at Equity & Law, I took the opportunity to create my own company at the age of 27 on the back of the friendships and strong professional relationships I had built up with my existing clients. I continue to service clients whilst pursuing acquisitions and chairing our investment committee to determine our ongoing strategy.
I joined A&J straight from university, working as a Paraplanner before progressing through to be a Financial Adviser. I am an instrumental part of our Investment Committee, and I am working through the necessary exams to become Chartered within the next few years.
I have been working as an Insurance Broker and Financial Adviser since 1977. I helped form Redwood Business Insurance Services in 2001 until our firm was acquired by A&J in 2014. I am currently employed by A&J as a Director and my main role is that of Compliance Officer for the Group.
I pride myself on my style of advising, using over 30 years of experience to give excellent, no nonsense financial advice and innovative solutions. I have worked in various companies including HSBC, AXA, St James's Place and more recently, my own IFA business, before joining the A&J Group.
I joined A&J in July 2019 to work alongside Gareth in pursuit of growth via organic and ‘bolt on’ strategies. I lead the adviser sales team efforts, am a member of the investment team and sit on the compliance committee.
I graduated from Nottingham Trent University and started out my career in accountancy within GKN / Brambles joint ventures. Prior to working at A&J, I gained 15 years of sales experience in financial markets, including working as Head of Sales at Gresham House, Livingbridge Equity Funds and Neptune Investment Management.
After completing a history degree at Exeter I worked in sales support for a large communications company, then in the property industry managing a residential lettings office. Five years ago I was given the opportunity by A&J to gain my professional qualifications in financial planning and now manage over £30m for client's all over the UK.
I started working for A&J in 2010, having recently completed a degree in financial services. After finishing my diploma I began focusing on providing workplace solutions for corporate businesses. I now service a large bank of private clients and have become a specialist in setting up auto-enrollment schemes for companies with 200+ employees.
I am a fully qualified Financial Adviser and have been providing financial solutions to both personal and corporate customers for over 18 years. My aim is to build long term relationships with my customers and add value by providing ongoing advice and guidance on the best solutions for their financial needs.
I have managed the administrative staff of A&J Wealth Management for over 15 years and am responsible for ensuring that robust processes are in place to give our clients a smooth and enjoyable journey. I support Gareth with his clients, many of whom we have been advising for over 20 years.
Having achieved an MA at Cambridge, I began my career in the City as a graduate at Merrill Lynch (now Blackrock) and qualified professionally (IMC and CAIA) as an analyst focusing on the retail sector. From there I moved to Brewin Dolphin and worked up through the ranks to eventually lead all investment research for the group, sitting on the board of Brewin Dolphin Ltd and having overall responsibility for their external DFM proposition. Post Brewin Dolphin, I joined Albermarle Street Partners, as a director and more latterly took the helm as CEO before selling the firm and joining A&J.
After studying Financial Economics, I started my career as a proprietary derivatives trader specializing in equity index futures, before moving into wealth management where I’ve spent the past 5 years. My role here at A&J encompasses macroeconomic research, fund analysis, portfolio construction and implementation of the A&J investment strategy.
Our approach is about making the most of the good times – but also about preparing for the inevitable downturns. It’s about supporting you in making appropriate financial decisions to make the most of your own life, whatever route it takes. Whether you are a small investor or a pension scheme trustee safeguarding the retirement of hundreds, our team can offer all the experience, skills and support you need to help you make your financial decisions.