16th October 2017

A J Buckley Asset Management Ltd

Independent Financial Adviser Arkle Associates, Longdene House, Hedgehog Lane, Surrey, Haslemere, GU27 2PH

We provide discretionary investment management and financial planning to private individuals and trustees.

We can advise you on

Financial planning
- Wealth management
Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Tax & trust planning
- Estate planning

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Paul Willans

Managing Director

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

IMC - Investment Management Certificate (CFA)

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Chartered Wealth Manager

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

Where to find us

About us

We combine specialist discretionary investment management with qualified financial planning, and act for both UK and international clients.

Our services

Our primary specialisation is discretionary investment, and offer multi-asset class model portfolios; including both active and passive funds.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Financial planning
- Wealth management
Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Tax & trust planning
- Estate planning

Advice methods

Face to face

Preferred clients

Minimum wealth (income/assets)

£50,000

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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