A&J Wealth Management Limited was established in 1985 and was originally based in Beaconsfield, Buckinghamshire. We look after over 1,400 clients and oversee funds of circa £450 million. Over the subsequent 36 years, our financial advice firm has grown to 40 employees, working out of 2 locations:
Cookham Dean, Berkshire (Head Office)
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.
As a chartered investment manager, Andy runs and manages bespoke investment portfolios on behalf of his clients.
An Economics graduate from Cardiff University, Andy launched his career as a trader in The City of London in 2005.
Prior to joining A&J, Andy has worked within wealth management for over a decade at some of the UK’s largest firms, looking after a number of high-profile clients.
Andy’s clients value his proactive nature, attention to detail and his focus on building strong and long-lasting relationships.
Entrepreneurial in nature, Andy is also an established businessman who has developed and sold two FTSE 250 franchised businesses.
I am a Chartered Financial Planner who is passionate about providing quality, holistic financial advice whilst maintaining long-term, honest and transparent relationships with all my clients. I advise many individuals and families from different backgrounds and in varying situations advising them on how to manage their finances appropriately. I focus on creating financial plans for my clients that look to the future with the aim of achieving their personal and financial goals, reviewing these plans as frequently as is desired. One of my key priorities is availability. If you need something answering then you will have a response from me in a timely manner.
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 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 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.
Damon entered the financial services industry 26 years ago as an agent for the Prudential Assurance Company, this provided him valuable experience and the realisation that everyone needs and requires access to financial advice.
He spent a number of years working for various life offices as a mortgage and financial adviser helping clients purchase their dream homes and planning their family’s financial futures.
Following this, he joined Lloyd’s Banking Group as a commercial financial advisor offering financial planning advice to small to medium enterprises and the business owners - ensuring that where possible Employee benefits packages were offered. He then moved to Natwest private banking, where he offered financial planning advise to high-net-worth Clients and dealt predominantly with investment and at retirement planning advice.
Having acquired both commercial and personal financial planning experience, Damon has been an independent financial advisor for many years and is able to draw on his vast experiences. Offering his clients bespoke whole of market advice, ensuring that at all times, they receive the highest level of care to ensure their needs are met.
I have been with A&J for over 18 years, and I gained valuable knowledge and experience in financial planning having worked in various areas within the business, as it grew. I progressed through the qualifications to become a financial adviser with the primary aim to add value to clients and help them achieve their long term financial goals through appropriate financial advice.
Prior to becoming one of the A&J team in 2014, I had spent over 16 years performing both advisory and supporting roles in the financial services industry.
I enjoy working with our clients, using the knowledge I have accumulated to offer them advice and guidance.
Personal development is actively encouraged by the company and I am currently studying to achieve Chartered status.
I am a Level 4 Diploma qualified independent financial adviser, and I am eager to achieve my Chartered status next. I have over 15 years’ experience in the industry and joined A&J in August 2020 initially as a paraplanner, with a view to becoming an adviser for the company. I was attracted to the wealth of experience within A&J and look forward to many years with the company, developing strong relationships with our clients and providing my ongoing support throughout the various stages of life.
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.
Like Gareth, I started my career in Equity & Law (in 1978) before moving into Independent Financial Advice. I have undertaken many roles including personal adviser (I was Chartered and a Fellow of the SFA), head of employee benefits, IT and Operations, but in recent years have focused on Compliance within three major UK advice and investment Firms. As Head of Compliance and Money Laundering Reporting Officer for A&J, my task is to help keep us fully compliant with the Financial Conduct Authority rules, which help ensure we treat our clients fairly and deliver good outcomes from the services we provide.
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.
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.