A J Buckley Asset Management Ltd

Independent Financial Adviser A J Buckley Asset Management Ltd, Surrey, GU27 2PH

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FCA authorised

Last authorised 17th January 2022

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

We can advise you on

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Financial planning

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Wealth management

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Investments

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ISA / Unit Trusts / OEICs

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Investing for income

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Investment trusts

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OEICs

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Offshore investments

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Unit trusts

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Tax & trust planning

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Estate planning

Meet our advisers

MR Paul Willans

Managing Director

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.

Preferred clients

Minimum wealth (income/assets)

£51,000

Minimum pension value

£0

Minimum mortgage value

£0

Advice methods

Face to face

A J Buckley Asset Management Ltd, Longdene House, Hedgehog Lane, Surrey, GU27 2PH

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