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 £400 million. Over the subsequent 35 years, our financial advice firm has grown to 40 employees, working out of 4 locations:
Cookham Dean, Berkshire (Head Office)
Southwark Street, London
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 joined A&J in April 2021 following a near 8-year stint at a Principal Partner Practice of St. James’s Place Wealth Management. As a fully qualified Financial Adviser at A&J, my role is to provide sound financial management and independent advice to a wide range of clients in order that they can meet their longer-term personal and financial goals. My advice is personally tailored to my clients’ needs and objectives after gaining a thorough and comprehensive understanding of their situation. I pride myself of distilling complex financial planning issues into real-life, workable outcomes that help my clients to achieve financial freedom.
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.
Tony is a Chartered Wealth Manager and a Fellow of the Chartered Institute of Securities and Investment. With over 35 years in the financial services industry, Tony started his financial career in the City of London as an investment analyst, specialising in Emerging Markets.
He spent around 15 years in the investment banking world in the UK and Hong Kong. He led the Asian launch of the first ever Indian investment fund back in the 1980’s and was a member of the team which completed the first IPO on the newly formed Shanghai Stock Exchange. This breadth of experience has taken him around the world and allows Tony to bring a truly global view to the management of client’s portfolios.
Moving to private banking in the late 1990’s, Tony established HSBC’s investment advisory business in the UK and Channel Islands. Working with some of the biggest names in wealth management, such as UBS and Julius Baer, in the UK and Switzerland. Tony is very client focussed and brings a global view to a client’s financial issues and relishes the challenge of finding the right solution.
After graduating in geography and economics from Newcastle, Tony went on to serve in the infantry with the British Army before entering the world of finance.
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 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.
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 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.
Greg has extensive experience dealing with a wide range of international affluent to ultra-high net worth clients, providing a range of bespoke services. In his career spanning over 25 years, his focus has been in the Wealth Management space, having spent more than 15 years with BNP Paribas Wealth Management working on the Indian / NRI desk, and previously at Barclays Wealth, (formally Barclays Private Banking), where he was heavily involved in the operational side of the business.
His focus has always been client centric, and has been his pleasure to find solutions, and positive client outcomes to a wide range of day to day, and long-term complex client requirements.
Greg is a member of the Chartered Institute for Securities and Investments, qualifying in 2002.
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.
Peter joined A&J in 2021 to lead all investment research and is responsible for A&J’s investment process and the performance of our client's portfolios. Prior to joining A&J, Peter worked at Sandaire, London based multi-family office, and had responsibility for selection and monitoring all active third-party investments. In addition to his fund selection responsibilities, Peter provided research input for a number of asset classes for the Investment Committee. Previously, Peter worked as an investment analyst for The Capital Partnership. Peter studied at the University of Economics in Bratislava graduating in 2001 with a Master's degree in Financial Management. During his studies, Peter worked for ProPartners, a stockbroker based in Bratislava, before moving to London. Peter is a CFA and a CAIA charter holder.
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.
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.
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.